CHCGX vs. SPY
Compare and contrast key facts about Chesapeake Growth Fund (CHCGX) and SPDR S&P 500 ETF (SPY).
CHCGX is managed by Chesapeake. It was launched on Sep 29, 1997. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CHCGX or SPY.
Correlation
The correlation between CHCGX and SPY is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
CHCGX vs. SPY - Performance Comparison
Key characteristics
CHCGX:
0.75
SPY:
1.75
CHCGX:
1.06
SPY:
2.36
CHCGX:
1.14
SPY:
1.32
CHCGX:
0.48
SPY:
2.66
CHCGX:
3.77
SPY:
11.01
CHCGX:
2.59%
SPY:
2.03%
CHCGX:
13.12%
SPY:
12.77%
CHCGX:
-63.53%
SPY:
-55.19%
CHCGX:
-11.34%
SPY:
-2.12%
Returns By Period
In the year-to-date period, CHCGX achieves a 0.42% return, which is significantly lower than SPY's 2.36% return. Over the past 10 years, CHCGX has underperformed SPY with an annualized return of 7.99%, while SPY has yielded a comparatively higher 12.96% annualized return.
CHCGX
0.42%
-3.47%
1.97%
7.60%
5.06%
7.99%
SPY
2.36%
-1.07%
7.41%
19.73%
14.21%
12.96%
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CHCGX vs. SPY - Expense Ratio Comparison
CHCGX has a 1.67% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
CHCGX vs. SPY — Risk-Adjusted Performance Rank
CHCGX
SPY
CHCGX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Chesapeake Growth Fund (CHCGX) and SPDR S&P 500 ETF (SPY). 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.
Dividends
CHCGX vs. SPY - Dividend Comparison
CHCGX has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.18%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CHCGX Chesapeake Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.18% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
CHCGX vs. SPY - Drawdown Comparison
The maximum CHCGX drawdown since its inception was -63.53%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for CHCGX and SPY. For additional features, visit the drawdowns tool.
Volatility
CHCGX vs. SPY - Volatility Comparison
Chesapeake Growth Fund (CHCGX) and SPDR S&P 500 ETF (SPY) have volatilities of 3.36% and 3.38%, 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.