CHCLX Mutual Fund

CHCLX Mutual Fund

NAV$11.73
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Returns Overview

1 Month
-3.05%
3 Months
-12.43%
6 Months
+8.19%
YTD
+2.62%
1 Year
+7.86%
3 Years (annualized)
+12.04%
5 Years (annualized)
+0.38%
10 Years (annualized)
+11.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CHCLX 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)
+2.62%
Peer Avg (YTD)
+6.72%
vs Peers
-4.10%

CHCLX Mutual Fund Performance

CHCLX performance across multiple time periods: 1-month -3.05%, YTD 2.62%, 1-year 7.86%, 3-year 12.04%, 5-year 0.38%, 10-year 11.25%.

CHCLX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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