DIVHX Mutual Fund

DIVHX Mutual Fund

NAV$31.60
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Returns Overview

1 Month
-3.65%
3 Months
-0.66%
6 Months
+4.06%
YTD
+8.61%
1 Year
+10.79%
3 Years (annualized)
+15.31%
5 Years (annualized)
+9.46%
10 Years (annualized)
+9.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DIVHX 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 Value Index(^SP500V:SP)
This Mutual Fund (YTD)
+8.61%
Peer Avg (YTD)
+10.00%
vs Peers
-1.39%

DIVHX Mutual Fund Performance

DIVHX performance across multiple time periods: 1-month -3.65%, YTD 8.61%, 1-year 10.79%, 3-year 15.31%, 5-year 9.46%, 10-year 9.87%.

DIVHX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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