CHDVX Mutual Fund

CHDVX Mutual Fund

NAV$14.55
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Returns Overview

1 Month
-4.83%
3 Months
+0.69%
6 Months
+6.39%
YTD
+9.33%
1 Year
+13.58%
3 Years (annualized)
+16.07%
5 Years (annualized)
+9.41%
10 Years (annualized)
+9.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CHDVX 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)
+9.33%
Peer Avg (YTD)
+10.00%
vs Peers
-0.67%

CHDVX Mutual Fund Performance

CHDVX performance across multiple time periods: 1-month -4.83%, YTD 9.33%, 1-year 13.58%, 3-year 16.07%, 5-year 9.41%, 10-year 9.40%.

CHDVX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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