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Chase Growth Institutional (CHAIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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16.97+0.11 (+0.65%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return27.02%
5-Year Average Return13.70%
Number of Years Up12
Number of Years Down4
Best 1 Yr Total Return (Jul 2, 2024)32.66%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return32.66%
Worst 3-Yr Total Return4.85%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCHAIXCategory
YTD25.60%12.38%
1-Month1.51%5.09%
3-Month5.40%10.28%
1-Year37.86%41.70%
3-Year10.83%22.56%
5-Year13.97%21.98%
10-Year11.92%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%5.40%N/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)

YTD7
1-Month95
3-Month54
1-Year10
3-Year12
5-Year69

Load Adjusted Returns

1-Year37.86%
3-Year10.83%
5-Year13.97%
10-Year11.92%