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Chesapeake Growth Fund: (MF: CHCGX)
(NASDAQ Mutual Funds) As of May 17, 2024 08:00 PM ET
$50.38 USD
+0.14 (0.28%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -0.56 | 93 |
| 3 months | 0.23 | 94 |
| 6 months | 12.08 | 94 |
| 1 Year | 13.81 | 78 |
| 3 Year | -1.84 | 89 |
| 5 Year | 6.69 | 87 |
| 10 Year | 9.06 | 62 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 118.66 |
| Bear Market (10/07 - 2/09) | -57.45 |
| Bull Market (2/09 - 3/21) | 494.87 |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 20.76 |
| 5 Year | 8.54 |
| 10 Year | 9.37 |
| Since Inception | 7.35 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 3.95 | NA | NA | NA |
| 2023 | 7.34 | 7.78 | -3.61 | 11.81 |
| 2022 | -9.50 | -21.09 | -2.53 | 2.41 |
| 2021 | 2.63 | 9.14 | -2.00 | 5.26 |
| 2020 | -17.06 | 25.49 | 9.37 | 9.14 |
| 2019 | 12.67 | 3.88 | -2.14 | 11.74 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -0.56 | 24.70 | -28.72 | 15.55 | 24.23 | 27.99 | -1.73 | 23.65 | 2.69 | 7.13 | 8.95 |
| % Total Return Rel to Index | -6.61 | -1.54 | -10.51 | -13.13 | 5.83 | -3.49 | 2.65 | 1.85 | -9.24 | 5.75 | -4.69 |
| % Total Return Rel to Peer | -5.39 | 1.70 | -9.02 | -6.50 | 4.31 | -0.43 | 5.12 | 2.97 | -5.12 | 8.73 | 0.74 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 4.00 | 5.00 | 2.00 | 4.00 | 2.00 | 2.00 | 4.00 | 1.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 2.93 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 1.86 | 1.75 | 1.66 | 1.82 | 1.85 | 1.86 | 1.98 | 2.34 | 1.89 | 1.94 |
* 1 = Top 20%, 5 = Bottom 20%