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Chesapeake Growth (CHCGX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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51.31-0.20 (-0.39%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.76%
5-Year Average Return8.30%
Number of Years Up20
Number of Years Down6
Best 1 Yr Total Return (Jun 27, 2024)39.24%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return39.24%
Worst 3-Yr Total Return0.77%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCHCGXCategory
YTD3.93%12.38%
1-Month4.52%5.09%
3-Month1.13%10.28%
1-Year18.22%41.70%
3-Year-0.20%22.56%
5-Year9.03%21.98%
10-Year9.05%15.99%
Last Bull Market17.17%25.99%
Last Bear Market-21.09%-17.29%

Annual Total Return (%) History

Year
CHCGXCategory
2024
N/AN/A
2023
24.70%N/A
2022
-28.72%N/A
2021
15.56%N/A
2020
24.23%35.86%
2019
27.99%31.90%
2018
-1.74%-2.09%
2017
23.65%27.67%
2016
2.69%3.23%
2015
7.14%3.60%
2014
8.95%10.00%
2013
31.32%33.92%
2012
19.40%15.34%
2011
-10.17%-2.46%
2010
9.47%15.53%
2009
39.24%35.68%
2008
-50.57%-40.67%
2007
15.86%13.35%
2006
7.22%7.05%
2005
1.30%6.71%
2004
10.71%7.81%
2003
42.42%28.66%
2002
-23.92%-27.64%
2001
-12.72%-22.30%
2000
6.36%-13.05%
1999
47.60%38.87%
1998
27.32%34.55%
1997
N/A26.36%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.95%N/AN/AN/A
20237.34%7.78%-3.61%11.82%
2022-9.51%-21.09%-2.54%2.42%
20212.63%9.15%-2.01%5.27%
2020-17.07%25.49%9.37%9.14%
201912.68%3.88%-2.14%11.74%
20184.30%7.40%7.31%-18.25%
20176.96%3.80%4.12%6.97%
2016-4.90%-0.55%5.01%3.40%
20154.34%2.47%-5.63%6.18%
20140.94%5.57%-0.09%2.33%
20134.74%2.29%11.77%9.66%
201220.79%-7.79%7.45%-0.25%
20115.02%-2.33%-19.63%8.97%
20105.71%-15.24%12.10%8.99%
2009-2.72%19.75%13.64%5.17%
2008-12.13%0.11%-15.88%-33.20%
20075.20%4.16%5.21%0.49%
20064.14%-4.26%2.96%4.44%
2005-4.37%2.53%3.01%0.30%
20044.57%0.37%-6.22%12.48%
2003-0.37%18.86%8.09%11.26%
2002-2.41%-14.50%-14.25%6.33%
2001-9.32%3.88%-21.56%18.13%
200013.14%3.67%6.52%-14.87%
19994.20%12.16%-7.18%36.08%
199812.10%2.61%-12.18%26.05%
1997-5.09%N/AN/AN/A

Rank In Category (By Total Return)

YTD96
1-Month65
3-Month71
1-Year98
3-Year93
5-Year97

Load Adjusted Returns

1-Year18.22%
3-Year-0.20%
5-Year9.03%
10-Year9.05%