CHCIX Mutual Fund

CHCIX Mutual Fund

NAV$13.24
See how much of CHCIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.07%
3 Months
-12.41%
6 Months
+8.24%
YTD
+2.79%
1 Year
+8.03%
3 Years (annualized)
+12.22%
5 Years (annualized)
+0.56%
10 Years (annualized)
+11.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CHCIX 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
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+2.79%
Peer Avg (YTD)
+6.72%
vs Peers
-3.93%

CHCIX Mutual Fund Performance

CHCIX performance across multiple time periods: 1-month -3.07%, YTD 2.79%, 1-year 8.03%, 3-year 12.22%, 5-year 0.56%, 10-year 11.48%.

CHCIX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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