CHIAX Mutual Fund

CHIAX Mutual Fund

NAV$6.02
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Returns Overview

1 Month
-0.49%
3 Months
-0.06%
6 Months
+3.10%
YTD
+2.16%
1 Year
+2.79%
3 Years (annualized)
+6.12%
5 Years (annualized)
+4.78%
10 Years (annualized)
+4.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CHIAX 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
Credit Suisse Leveraged Loan Index(^CSLLI)
This Mutual Fund (YTD)
+2.16%
Peer Avg (YTD)
+0.50%
vs Peers
+1.66%

CHIAX Mutual Fund Performance

CHIAX performance across multiple time periods: 1-month -0.49%, YTD 2.16%, 1-year 2.79%, 3-year 6.12%, 5-year 4.78%, 10-year 4.19%.

CHIAX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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