CDHAX Mutual Fund

CDHAX Mutual Fund

NAV$43.32
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Returns Overview

1 Month
-2.34%
3 Months
-2.16%
6 Months
+15.98%
YTD
+16.23%
1 Year
+24.26%
3 Years (annualized)
+21.78%
5 Years (annualized)
+10.13%
10 Years (annualized)
+10.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CDHAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Ex US Index(MWEU)
This Mutual Fund (YTD)
+16.23%
Peer Avg (YTD)
+9.29%
vs Peers
+6.93%

CDHAX Mutual Fund Performance

CDHAX performance across multiple time periods: 1-month -2.34%, YTD 16.23%, 1-year 24.26%, 3-year 21.78%, 5-year 10.13%, 10-year 10.62%.

CDHAX returns outperform the peer average of 9.29% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

CDHAX vs another fund shows side-by-side returns. CDHAX alternatives are available in the Mutual Fund Screener.