CHCGX vs. AQEIX

Last updated Jun 4, 2026

CHCGX (Chesapeake Growth Fund) and AQEIX (LKCM Aquinas Catholic Equity Fund) are both Large Cap Growth Equities funds. Over the past 10 years, CHCGX returned 10.89%/yr vs 10.81%/yr for AQEIX. Their correlation of 0.87 suggests significant overlap in exposure. CHCGX charges 1.67%/yr vs 1.00%/yr for AQEIX.

Performance

CHCGX vs. AQEIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Chesapeake Growth Fund (CHCGX) and LKCM Aquinas Catholic Equity Fund (AQEIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, CHCGX achieves a 3.76% return, which is significantly higher than AQEIX's 3.05% return. Both investments have delivered pretty close results over the past 10 years, with CHCGX having a 10.89% annualized return and AQEIX not far behind at 10.81%.

CHCGX

• 1D: -0.34%
• 1M: 2.87%
• YTD: 3.76%
• 6M: 4.51%
• 1Y: 17.36%
• 3Y*: 14.11%
• 5Y*: 5.13%
• 10Y*: 10.89%

AQEIX

• 1D: -0.60%
• 1M: 0.61%
• YTD: 3.05%
• 6M: 1.81%
• 1Y: 9.35%
• 3Y*: 10.69%
• 5Y*: 5.41%
• 10Y*: 10.81%

*Multi-year figures are annualized to reflect compound growth (CAGR)

CHCGX vs. AQEIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
CHCGX Chesapeake Growth Fund	3.76%	16.21%	10.98%	24.70%	-28.72%	15.48%	24.23%	27.99%	-1.74%	23.65%
AQEIX LKCM Aquinas Catholic Equity Fund	3.05%	6.72%	13.29%	14.08%	-18.24%	25.35%	24.23%	30.51%	-8.03%	20.80%

Correlation

The correlation between CHCGX and AQEIX is 0.80, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.80
Correlation (3Y) Calculated over the trailing 3-year period	0.85
Correlation (5Y) Calculated over the trailing 5-year period	0.90
Correlation (10Y) Calculated over the trailing 10-year period	0.90
Correlation (All Time) Calculated using the full available price history since Sep 30, 1997	0.87

The correlation between CHCGX and AQEIX has been stable across timeframes, ranging from 0.80 to 0.90 - a consistent structural relationship.

Return for Risk

CHCGX vs. AQEIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CHCGX

CHCGX Risk / Return Rank: 21
CHCGX Sharpe Ratio Rank: 24
CHCGX Sortino Ratio Rank: 23
CHCGX Omega Ratio Rank: 23
CHCGX Calmar Ratio Rank: 15
CHCGX Martin Ratio Rank: 20

AQEIX

AQEIX Risk / Return Rank: 14
AQEIX Sharpe Ratio Rank: 12
AQEIX Sortino Ratio Rank: 12
AQEIX Omega Ratio Rank: 11
AQEIX Calmar Ratio Rank: 17
AQEIX Martin Ratio Rank: 20

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CHCGX vs. AQEIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Chesapeake Growth Fund (CHCGX) and LKCM Aquinas Catholic Equity Fund (AQEIX). 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.

	CHCGX	AQEIX	Difference
Sharpe ratio Return per unit of total volatility	1.41	0.93	+0.48
Sortino ratio Return per unit of downside risk	2.04	1.35	+0.69
Omega ratio Gain probability vs. loss probability	1.25	1.16	+0.09
Calmar ratio Return relative to maximum drawdown	1.35	1.47	-0.12
Martin ratio Return relative to average drawdown	5.28	5.32	-0.04
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

CHCGX vs. AQEIX - Sharpe Ratio Comparison

The current CHCGX Sharpe Ratio is 1.41, which is higher than the AQEIX Sharpe Ratio of 0.93. The chart below compares the historical Sharpe Ratios of CHCGX and AQEIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	CHCGX	AQEIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.41	0.93	+0.48
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.28	0.33	-0.05
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.58	0.60	-0.02
Sharpe Ratio (All Time) Calculated using the full available price history	0.38	0.40	-0.02

Drawdowns

CHCGX vs. AQEIX - Drawdown Comparison

The maximum CHCGX drawdown since its inception was -60.09%, which is greater than AQEIX's maximum drawdown of -54.20%. Use the drawdown chart below to compare losses from any high point for CHCGX and AQEIX.

Drawdown Indicators

	CHCGX	AQEIX	Difference
Max Drawdown Largest peak-to-trough decline	-60.09%	-54.20%	-5.89%
Max Drawdown (1Y) Largest decline over 1 year	-13.44%	-7.02%	-6.42%
Max Drawdown (3Y) Largest decline over 3 years	-19.34%	-19.25%	-0.09%
Max Drawdown (5Y) Largest decline over 5 years	-33.28%	-24.51%	-8.77%
Max Drawdown (10Y) Largest decline over 10 years	-33.28%	-33.65%	+0.37%
Current Drawdown Current decline from peak	-0.34%	-0.60%	+0.26%
Average Drawdown Average peak-to-trough decline	-14.42%	-8.70%	-5.72%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.43%	1.94%	+1.49%

Volatility

CHCGX vs. AQEIX - Volatility Comparison

Chesapeake Growth Fund (CHCGX) and LKCM Aquinas Catholic Equity Fund (AQEIX) have volatilities of 2.85% and 2.95%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	CHCGX	AQEIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.85%	2.95%	-0.10%
Volatility (6M) Calculated over the trailing 6-month period	9.98%	7.94%	+2.04%
Volatility (1Y) Calculated over the trailing 1-year period	12.83%	11.08%	+1.75%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.26%	16.56%	+1.70%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.79%	18.15%	+0.64%

CHCGX vs. AQEIX - Expense Ratio Comparison

CHCGX has a 1.67% expense ratio, which is higher than AQEIX's 1.00% expense ratio.

Dividends

CHCGX vs. AQEIX - Dividend Comparison

CHCGX's dividend yield for the trailing twelve months is around 7.38%, more than AQEIX's 5.80% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AQEIX LKCM Aquinas Catholic Equity Fund	5.80%	5.98%	7.90%	2.63%	6.05%	12.61%	6.73%	10.98%	23.36%	8.24%	7.92%	7.69%
CHCGX Chesapeake Growth Fund	7.38%	7.65%	1.51%	0.00%	0.00%	5.42%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both CHCGX and AQEIX in my portfolio?

CHCGX and AQEIX have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, CHCGX or AQEIX?

AQEIX has higher volatility (2.95%) compared to CHCGX (2.85%). In terms of maximum drawdown, CHCGX dropped -60.09% vs AQEIX's -54.20%.

Which has better risk-adjusted returns?

CHCGX currently has the higher Sharpe Ratio (1.41 vs 0.93), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.