CHASX Mutual Fund

CHASX Mutual Fund

NAV$20.17
See how much of CHASX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.23%
3 Months
-1.50%
6 Months
+25.77%
YTD
+22.48%
1 Year
+32.07%
3 Years (annualized)
+30.51%
5 Years (annualized)
+15.98%
10 Years (annualized)
+16.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CHASX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lipper Multi-Cap Growth Funds Index(^LMLTCGFI)
This Mutual Fund (YTD)
+22.48%
Peer Avg (YTD)
+8.68%
vs Peers
+13.80%

CHASX Mutual Fund Performance

CHASX performance across multiple time periods: 1-month 1.23%, YTD 22.48%, 1-year 32.07%, 3-year 30.51%, 5-year 15.98%, 10-year 16.13%.

CHASX returns outperform the peer average of 8.68% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

CHASX vs another fund shows side-by-side returns. CHASX alternatives are available in the Mutual Fund Screener.