CHTYX Mutual Fund

CHTYX Mutual Fund

NAV$23.73
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Returns Overview

3 Months
+2.70%
6 Months
+15.64%
YTD
+7.65%
1 Year
+10.32%
3 Years (annualized)
+18.31%
5 Years (annualized)
+10.26%
10 Years (annualized)
+11.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CHTYX 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)
+7.65%
Peer Avg (YTD)
+9.98%
vs Peers
-2.33%

CHTYX Mutual Fund Performance

CHTYX performance across multiple time periods: YTD 7.65%, 1-year 10.32%, 3-year 18.31%, 5-year 10.26%, 10-year 11.29%.

CHTYX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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