See what your fund actually adds

Chesapeake Growth Fund CHCGX

Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.

Fund and replication metrics

CHCGX compared with its replication portfolio
MeasureCHCGXReplication
Annualized growth3.8%11.5%
Annualized volatility17.6%18.6%
Sharpe ratio0.300.68
Maximum drawdown33.2%32.7%
Replication fit (R²)0.94 · Tracking error 4.5%

Replication portfolio

The published portfolio below is the investable basket used to model CHCGX’s historical return behavior.

CHCGX replication basket weights
TickerBuilding blockWeight
VUGStyle · Growth65.6%
XLFSector · Financials14.6%
ICVTFI · Convertibles11.7%
VOXSector · Communication8.0%