Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CHIMX (CHASE MID-CAP GROWTH FUND INSTITUTIONAL CLASS) | NA | 2.29% | 11.10% | 7.69% | NA | NA | NA | … | … |
Data as of 04/15/2020, Common starting date is 02/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CHIMX (CHASE MID-CAP GROWTH FUND INSTITUTIONAL CLASS) | 02/06/2012 | 04/15/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.29 | 11.10 | 7.69 | NA | NA | NA | … | … | 0.30 | 24.35 | -7.84 | 23.59 | 7.76 | 3.01 | 1.25 | 38.62 | 4.04 |
| Sharpe Ratio | NA | 0.10 | 0.73 | 0.47 | NA | NA | NA | … | … | 0.09 | 1.69 | -0.50 | 2.15 | 0.49 | 0.19 | 0.09 | 2.96 | 0.28 |
| Standard Deviation(%) | NA | 11.69 | 14.27 | 14.62 | NA | NA | NA | … | … | 4.59 | 13.57 | 18.45 | 10.74 | 15.20 | 15.67 | 14.27 | 13.04 | 15.93 |
| Draw Down(%) | NA | 7.62 | 22.03 | 22.03 | NA | NA | NA | … | … | 2.88 | 7.62 | 22.03 | 4.95 | 13.98 | 14.30 | 9.63 | 4.90 | 11.43 |
| Yield(%) | 0.00 | 11.06 | 11.64 | 10.16 | 9.28 | 6.19 | 4.64 | … | … | 1.58 | 11.76 | 8.59 | 14.38 | 16.49 | 8.59 | 11.20 | 12.65 | 2.25 |
Data as of 04/15/2020, Common starting date is 02/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHIMX (CHASE MID-CAP GROWTH FUND INSTITUTIONAL CLASS) |
3.97%
Dec 2013 – Dec 2016 |
5.06%
Dec 2013 – Dec 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHIMX (CHASE MID-CAP GROWTH FUND INSTITUTIONAL CLASS) |
17.74%
May 2012 – May 2015 |
14.00%
Dec 2012 – Dec 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart