CHCGX Mutual Fund

CHCGX Mutual Fund

NAV$59.23
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Returns Overview

1 Month
-1.54%
3 Months
-0.07%
6 Months
+11.72%
YTD
+2.00%
1 Year
+5.04%
3 Years (annualized)
+12.67%
5 Years (annualized)
+3.70%
10 Years (annualized)
+10.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CHCGX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+2.00%
Peer Avg (YTD)
+8.68%
vs Peers
-6.68%

CHCGX Mutual Fund Performance

CHCGX performance across multiple time periods: 1-month -1.54%, YTD 2.00%, 1-year 5.04%, 3-year 12.67%, 5-year 3.70%, 10-year 10.69%.

CHCGX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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