CHASX vs. RY

In the year-to-date period, CHASX achieves a -10.99% return, which is significantly lower than RY's 0.12% return. Over the past 10 years, CHASX has underperformed RY with an annualized return of -0.76%, while RY has yielded a comparatively higher 10.32% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Chase Growth Fund (CHASX) and Royal Bank of Canada (RY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current CHASX Sharpe Ratio is -0.41, which is lower than the RY Sharpe Ratio of 1.40. The chart below compares the historical Sharpe Ratios of CHASX and RY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CHASX has not paid dividends to shareholders, while RY's dividend yield for the trailing twelve months is around 3.49%.

The maximum CHASX drawdown since its inception was -60.43%, roughly equal to the maximum RY drawdown of -63.05%. Use the drawdown chart below to compare losses from any high point for CHASX and RY. For additional features, visit the drawdowns tool.

Chase Growth Fund (CHASX) has a higher volatility of 13.61% compared to Royal Bank of Canada (RY) at 9.06%. This indicates that CHASX's price experiences larger fluctuations and is considered to be riskier than RY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.