Performance analysis of Chase (CCF)
Annual Return
Over the past 3 years, CCF has had an average annual return of +1.76%, underperforming the benchmark SPY, which returned +6.06% annual.
Over the past 5 years, CCF has had an average annual return of +10.40%, outperforming the benchmark SPY, which returned +4.20% annual.
Over the past 10 years, CCF has had an average annual return of +11.69%, underperforming the benchmark SPY, which returned +12.66% annual.
Since Nov 1, 1999, CCF has had an average annual return of +16.41%, outperforming the benchmark SPY, which returned +7.04% annual.
| 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +47.80% | -12.41% | -0.47% | -14.11% | +19.24% | -16.35% | +45.18% | +107.35% | +14.85% | +3.65% | +92.78% | +36.72% |
| 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 |
| -12.59% | +41.02% | +6.34% | -54.14% | +100.73% | +79.29% | -6.96% | +22.77% | +18.53% | -2.57% | +25.09% | -4.49% |
| 1999 | |||||||||||
| +8.80% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | +9.41% | +3.77% | +6.93% | +4.39% | +7.56% | +3.08% | +3.85% | +0.48% | +0.58% | -0.13% | +0.34% | +47.80% | |
| 2022 | -4.70% | -3.21% | -5.36% | -2.93% | -4.23% | -3.69% | +16.85% | -3.04% | -5.21% | +12.73% | +1.94% | -9.20% | -12.41% |
| 2021 | -0.76% | +7.42% | +8.09% | +1.76% | -10.50% | -3.20% | +13.57% | -1.74% | -10.79% | -6.02% | +3.71% | +0.98% | -0.47% |
| 2020 | -22.38% | -3.46% | -7.32% | +14.55% | +5.72% | +2.86% | -1.89% | -2.97% | -2.22% | -0.25% | +12.16% | -4.66% | -14.11% |
| 2019 | +0.77% | -4.24% | -4.15% | +1.22% | +8.56% | +5.85% | -3.77% | -3.24% | +9.15% | +7.09% | +1.12% | +0.71% | +19.24% |
| 2018 | -6.76% | -7.43% | +11.97% | -3.82% | +6.21% | -1.43% | +5.33% | +0.36% | -3.07% | -10.25% | +5.26% | -11.20% | -16.35% |
| 2017 | +5.33% | +3.92% | +4.32% | +7.44% | +2.93% | +1.14% | +1.27% | -13.47% | +19.14% | +6.60% | +7.06% | -4.59% | +45.18% |
Drawdown analysis of Chase (CCF)
The maximum drawdown for the CCF was -73.17%, occurring on Mar 10, 2009. Recovery took 1092 trading sessions.
The current CCF drawdown is -2.29%.
Since Nov 1, 1999 CCF has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 10 times
- 10% or more: 20 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -73.17% | Jan 25, 2008 | 282 | Mar 10, 2009 | 1092 | Jul 11, 2013 | 1374 |
| -56.76% | Aug 24, 2018 | 392 | Mar 18, 2020 | 808 | Jun 2, 2023 | 1200 |
| -32.44% | Jan 25, 2001 | 426 | Oct 9, 2002 | 269 | Nov 3, 2003 | 695 |
| -28.89% | Mar 23, 2007 | 14 | Apr 13, 2007 | 61 | Jul 11, 2007 | 75 |
| -24.58% | Feb 4, 2005 | 46 | Apr 13, 2005 | 330 | Aug 3, 2006 | 376 |
| -24.00% | Jul 12, 2007 | 25 | Aug 16, 2007 | 32 | Oct 2, 2007 | 57 |
| -23.22% | Nov 30, 1999 | 216 | Oct 6, 2000 | 64 | Jan 9, 2001 | 280 |
| -22.09% | Oct 17, 2007 | 18 | Nov 12, 2007 | 17 | Dec 6, 2007 | 35 |
| -21.15% | Jan 7, 2014 | 92 | May 20, 2014 | 114 | Oct 30, 2014 | 206 |
| -21.15% | Nov 28, 2017 | 46 | Feb 5, 2018 | 106 | Jul 9, 2018 | 152 |
| -19.72% | Jun 9, 2017 | 57 | Aug 30, 2017 | 32 | Oct 16, 2017 | 89 |
| -18.24% | Apr 13, 2015 | 13 | Apr 30, 2015 | 128 | Oct 30, 2015 | 141 |
| -17.45% | Feb 1, 2007 | 19 | Mar 1, 2007 | 14 | Mar 21, 2007 | 33 |
| -14.34% | Nov 27, 2015 | 31 | Jan 13, 2016 | 11 | Jan 29, 2016 | 42 |
| -14.14% | Jan 7, 2008 | 4 | Jan 11, 2008 | 8 | Jan 24, 2008 | 12 |
| -13.38% | Sep 5, 2013 | 24 | Oct 9, 2013 | 21 | Nov 7, 2013 | 45 |
| -12.80% | Feb 4, 2016 | 12 | Feb 23, 2016 | 24 | Mar 29, 2016 | 36 |
| -11.83% | Jun 15, 2023 | 13 | Jul 6, 2023 | Ongoing | Ongoing | Ongoing |
| -10.87% | Oct 24, 2006 | 12 | Nov 9, 2006 | 13 | Nov 29, 2006 | 25 |
| -10.77% | Jun 21, 2016 | 12 | Jul 8, 2016 | 34 | Aug 25, 2016 | 46 |
| -9.22% | Oct 24, 2016 | 7 | Nov 2, 2016 | 6 | Nov 10, 2016 | 13 |
| -8.95% | Nov 10, 2003 | 13 | Nov 28, 2003 | 27 | Jan 8, 2004 | 40 |
| -8.84% | Nov 6, 2017 | 7 | Nov 15, 2017 | 8 | Nov 28, 2017 | 15 |
| -8.71% | Feb 18, 2015 | 15 | Mar 11, 2015 | 13 | Mar 30, 2015 | 28 |
| -8.56% | Jan 26, 2007 | 1 | Jan 29, 2007 | 3 | Feb 1, 2007 | 4 |