Nasdaq - Delayed Quote USD

Chesapeake Growth (CHCGX)

52.85 -0.87 (-1.62%)
At close: November 15 at 8:01 PM EST

Fund Summary

The fund, which is a diversified separate investment portfolio of the Chesapeake Investment Trust (the "Trust"), seeks capital appreciation by investing primarily in equity securities of the largest 1,000 companies, based on market capitalization, domiciled in the United States. It will invest at least 90% of its total assets in equity securities and at least 80% of such assets will be invested in the largest 1,000 companies domiciled in the United States. Generally, all of the securities in which the fund invests will be traded on domestic securities exchanges or in the over-the-counter markets.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 39.24%
Worst 1Y Total Return --
Number of Years Up 20
Number of Years Down 6

Performance & Risk

YTD Return 11.92%
5y Average Return 8.91%
Rank in Category (ytd) 99
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.01
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
CHCGXCategory AverageCHCGXCategory AverageCHCGXCategory Average
Alpha -10.61 0.03 -6.32 0.04 -3.93 0.01
BETA 1.01 0.01 1.02 0.01 1.04 0.01
Mean Annual Return -0.03 0.02 0.82 0.02 0.83 0.01
R-squared 93.74 0.89 93.5 0.87 90.97 0.87
Standard Deviation 17.97 0.2 18.94 0.16 16.54 0.15
Sharpe Ratio -0.24 0.01 0.38 0.01 0.49 0.01
Treynor Ratio -5.89 0.21 5.71 0.21 6.89 0.15

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