CHDEX Mutual Fund

CHDEX Mutual Fund

NAV$14.53
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Returns Overview

1 Month
-4.85%
3 Months
+0.62%
6 Months
+6.35%
YTD
+9.14%
1 Year
+13.32%
3 Years (annualized)
+19.42%
5 Years (annualized)
+11.17%
10 Years (annualized)
+10.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CHDEX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.14%
Peer Avg (YTD)
+10.00%
vs Peers
-0.86%

CHDEX Mutual Fund Performance

CHDEX performance across multiple time periods: 1-month -4.85%, YTD 9.14%, 1-year 13.32%, 3-year 19.42%, 5-year 11.17%, 10-year 10.15%.

CHDEX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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