CHRRX Mutual Fund

CHRRX Mutual Fund

NAV$23.16
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Returns Overview

3 Months
+2.58%
6 Months
+15.37%
YTD
+7.29%
1 Year
+9.78%
3 Years (annualized)
+17.72%
5 Years (annualized)
+9.71%
10 Years (annualized)
+10.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CHRRX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
+7.29%
Peer Avg (YTD)
+9.98%
vs Peers
-2.70%

CHRRX Mutual Fund Performance

CHRRX performance across multiple time periods: YTD 7.29%, 1-year 9.78%, 3-year 17.72%, 5-year 9.71%, 10-year 10.75%.

CHRRX returns trail the peer average of 9.98% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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