CHTCX Mutual Fund

CHTCX Mutual Fund

NAV$20.13
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Returns Overview

1 Month
-0.10%
3 Months
+2.44%
6 Months
+15.07%
YTD
+6.89%
1 Year
+9.21%
3 Years (annualized)
+17.15%
5 Years (annualized)
+9.18%
10 Years (annualized)
+10.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CHTCX 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)
+6.89%
Peer Avg (YTD)
+9.98%
vs Peers
-3.09%

CHTCX Mutual Fund Performance

CHTCX performance across multiple time periods: 1-month -0.10%, YTD 6.89%, 1-year 9.21%, 3-year 17.15%, 5-year 9.18%, 10-year 10.59%.

CHTCX returns trail the peer average of 9.98% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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