Chestnut Street Exchange Fund
Chestnut Street Exchange Fund

Average annual returns

No trailing-return data available for this share class.

Risk statistics

63 months through March 31, 2025
Volatility (ann.)
17.42%
Sharpe
0.34
Sortino
0.51
Max drawdown
-24.68%
Best month
11.98%
Worst month
-11.83%
Beta vs VTSAX
0.94
Correlation
0.96

Derived from N-PORT monthly total returns; distinct from the prospectus returns above.

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