Chesapeake Growth Fund (CHCGX)

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The chart shows the growth of an initial investment of $10,000 in Chesapeake Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Chesapeake Growth Fund (CHCGX) has returned -11.62% so far this year and 9.50% over the past 12 months. Over the last ten years, CHCGX has returned 9.26% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Sep 29, 1997, CHCGX's average daily return is +0.04%, while the average monthly return is +0.76%. At this rate, your investment would double in approximately 7.6 years.

Historically, 60% of months were positive and 40% were negative. The best month was Feb 2000 with a return of +14.4%, while the worst month was Oct 2008 at -22.2%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 5 months.

On a daily basis, CHCGX closed higher 53% of trading days. The best single day was Oct 13, 2008 with a return of +13.2%, while the worst single day was Mar 16, 2020 at -11.6%.

Chesapeake Growth Fund has an annualized alpha of 0.77%, beta of 1.05, and R² of 0.89 versus S&P 500 Index. Calculated based on daily prices since September 30, 1997.

• This fund captured 112.04% of S&P 500 Index gains and 107.20% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• With beta of 1.05 and R² of 0.89, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

CHCGX has a high expense ratio of 1.67%, indicating above-average management fees.

CHCGX ranks 19 for risk / return — in the bottom 19% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for Chesapeake Growth Fund (CHCGX) and compare them to a chosen benchmark (S&P 500 Index).

Chesapeake Growth Fund provided a 8.66% dividend yield over the last twelve months, with an annual payout of $4.34 per share.

The table displays the monthly dividend distributions for Chesapeake Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Chesapeake Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Chesapeake Growth Fund was 60.09%, occurring on Nov 20, 2008. Recovery took 1206 trading sessions.

The current Chesapeake Growth Fund drawdown is 13.44%.

The chart below shows the rolling one-month volatility.