CHCCX Mutual Fund

CHCCX Mutual Fund

NAV$13.34
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Returns Overview

1 Month
-3.11%
3 Months
-12.61%
6 Months
+7.73%
YTD
+2.06%
1 Year
+6.87%
3 Years (annualized)
+11.17%
5 Years (annualized)
-0.40%
10 Years (annualized)
+10.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CHCCX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+2.06%
Peer Avg (YTD)
+6.72%
vs Peers
-4.66%

CHCCX Mutual Fund Performance

CHCCX performance across multiple time periods: 1-month -3.11%, YTD 2.06%, 1-year 6.87%, 3-year 11.17%, 5-year -0.40%, 10-year 10.41%.

CHCCX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

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