Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CHCGX (THE CHESAPEAKE GROWTH FUND THE CHESAPEAKE GROWTH FUND) | 6.05% | 9.90% | 13.19% | 7.45% | 9.09% | 11.06% | 6.94% | 7.60% |
Data as of 07/01/2025, AR inception is 12/30/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CHCGX (THE CHESAPEAKE GROWTH FUND THE CHESAPEAKE GROWTH FUND) | 12/30/1997 | 07/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.44 | 9.90 | 13.19 | 7.45 | 9.09 | 11.06 | 6.94 | 7.60 | 6.05 | 9.36 | 24.70 | -28.72 | 9.41 | 24.23 | 27.99 | -1.74 | 23.65 | 2.69 | 7.14 | 8.95 | 31.32 | 19.40 | -10.17 | 9.47 | 39.24 | -50.30 | 15.72 | 7.22 | 1.30 | 10.71 | 42.42 | -23.92 | -12.71 | 6.04 | 35.55 | 27.32 | 0.59 |
| Sharpe Ratio | NA | 0.32 | 0.49 | 0.32 | 0.40 | NA | NA | 0.28 | 0.39 | 0.22 | 1.60 | -1.07 | 0.58 | 0.75 | 1.87 | -0.16 | 2.60 | 0.17 | 0.46 | 0.64 | 2.46 | 1.19 | -0.37 | 0.47 | 1.35 | -1.19 | 0.72 | 0.30 | -0.07 | 0.70 | 2.16 | -0.91 | -0.62 | 0.06 | 1.38 | 1.02 | NA |
| Standard Deviation(%) | NA | 19.74 | 17.60 | 18.88 | 19.19 | NA | NA | 21.76 | 23.91 | 12.76 | 12.93 | 28.12 | 16.25 | 31.86 | 14.25 | 19.53 | 8.88 | 14.92 | 15.33 | 13.99 | 12.72 | 16.34 | 27.55 | 19.99 | 29.02 | 43.09 | 17.85 | 13.08 | 11.74 | 13.98 | 19.30 | 27.48 | 24.82 | 33.12 | 23.38 | 23.50 | 0.00 |
| Draw Down(%) | NA | 19.34 | 19.34 | 33.28 | 33.28 | NA | NA | 60.11 | 19.34 | 9.21 | 8.52 | 30.78 | 12.55 | 31.21 | 8.15 | 22.51 | 3.14 | 15.62 | 11.58 | 8.61 | 7.47 | 14.17 | 25.74 | 18.29 | 21.14 | 58.58 | 10.28 | 12.05 | 8.44 | 14.51 | 12.83 | 34.30 | 34.62 | 25.93 | 13.08 | 28.12 | 0.00 |
| Yield(%) | 0.00 | 1.54 | 0.68 | 1.79 | 1.49 | 2.01 | 1.48 | 2.65 | 0.00 | 1.67 | 0.00 | 0.00 | 6.03 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.27 | 4.54 | 0.42 | 1.53 | 0.00 | 0.00 | 0.00 | 0.07 | 12.35 | 0.00 | 0.00 | 0.18 |
Data as of 07/01/2025, AR inception is 12/30/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHCGX (THE CHESAPEAKE GROWTH FUND THE CHESAPEAKE GROWTH FUND) |
-18.95%
Feb 2006 - Feb 2009 |
-10.13%
Feb 2004 - Feb 2009 |
-4.03%
Aug 2000 - Aug 2010 |
1.62%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHCGX (THE CHESAPEAKE GROWTH FUND THE CHESAPEAKE GROWTH FUND) |
25.18%
Jan 1998 - Jan 2001 |
20.06%
Feb 2009 - Feb 2014 |
15.82%
Sep 2011 - Sep 2021 |
12.53%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart