CDHIX Mutual Fund

NAV$44.28

Returns Overview

1 Month
-2.89%
3 Months
+5.15%
6 Months
+10.87%
YTD
+15.49%
1 Year
+33.98%
3 Years (annualized)
+21.14%
5 Years (annualized)
+10.94%
10 Years (annualized)
+11.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CDHIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI World Ex US Index(MWEU)
This Mutual Fund (YTD)
+15.49%
Peer Avg (YTD)
+9.13%
vs Peers
+6.36%

CDHIX Mutual Fund Performance

CDHIX performance across multiple time periods: 1-month -2.89%, YTD 15.49%, 1-year 33.98%, 3-year 21.14%, 5-year 10.94%, 10-year 11.47%.

CDHIX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

CDHIX performance comparison shows side-by-side returns with another fund. CDHIX alternatives are available in the Mutual Fund Screener.