CHVCX Mutual Fund

CHVCX Mutual Fund

NAV$14.04
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Returns Overview

1 Month
-4.88%
3 Months
+0.39%
6 Months
+5.88%
YTD
+8.57%
1 Year
+12.46%
3 Years (annualized)
+14.93%
5 Years (annualized)
+8.33%
10 Years (annualized)
+8.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CHVCX 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)
+8.57%
Peer Avg (YTD)
+10.00%
vs Peers
-1.43%

CHVCX Mutual Fund Performance

CHVCX performance across multiple time periods: 1-month -4.88%, YTD 8.57%, 1-year 12.46%, 3-year 14.93%, 5-year 8.33%, 10-year 8.36%.

CHVCX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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