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Chase Growth Institutional (CHAIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.53+0.03 (+0.18%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return23.73%
5-year average return15.03%
Number of years up12
Number of years down4
Best 1-yr total return (30 May 2024)32.66%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return32.66%
Worst 3-yr total return4.85%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCHAIXCategory
YTD15.42%12.38%
1-month-3.14%5.09%
3-month10.94%10.28%
1-year33.88%41.70%
3-year8.72%22.56%
5-year12.57%21.98%
10-year11.65%15.99%
Last bull market36.64%25.99%
Last bear market-15.80%-17.29%

Annual total return (%) history

Year
CHAIXCategory
2024
N/AN/A
2023
25.94%N/A
2022
-20.30%N/A
2021
22.17%N/A
2020
18.38%35.86%
2019
25.82%31.90%
2018
-3.88%-2.09%
2017
24.78%27.67%
2016
2.70%3.23%
2015
4.59%3.60%
2014
13.81%10.00%
2013
32.66%33.92%
2012
13.68%15.34%
2011
-1.17%-2.46%
2010
13.22%15.53%
2009
13.56%35.68%
2008
-33.31%-40.67%
2007
N/A13.35%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202419.16%N/AN/AN/A
20238.04%6.20%-3.43%13.65%
2022-5.50%-15.80%-4.27%4.63%
20213.91%8.87%0.31%7.67%
2020-18.68%21.27%8.65%10.48%
201913.23%5.38%-0.51%5.99%
20181.27%4.95%7.68%-16.01%
20176.70%4.32%6.70%5.07%
2016-0.79%0.96%3.08%-0.52%
20155.73%1.50%-8.01%5.94%
20143.58%5.26%-0.99%5.42%
20138.16%2.11%6.39%12.91%
201214.37%-2.23%4.15%-2.38%
20115.25%-0.16%-13.10%8.23%
20101.79%-8.16%9.56%10.54%
2009-7.76%7.23%7.92%6.39%
2008-8.89%0.90%-9.68%-19.68%
20075.15%9.94%2.75%N/A

Rank in category (by total return)

YTD1
1-month2
3-month1
1-year27
3-year8
5-year58

Load adjusted returns

1-year33.88%
3-year8.72%
5-year12.57%
10-year11.65%