CHDEX Mutual Fund

NAV$14.99

Returns Overview

1 Month
+1.38%
3 Months
+5.69%
6 Months
+9.29%
YTD
+8.47%
1 Year
+19.70%
3 Years (annualized)
+16.80%
5 Years (annualized)
+10.73%
10 Years (annualized)
+9.70%

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

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.47%
Peer Avg (YTD)
+9.49%
vs Peers
-1.02%

CHDEX Mutual Fund Performance

CHDEX performance across multiple time periods: 1-month 1.38%, YTD 8.47%, 1-year 19.70%, 3-year 16.80%, 5-year 10.73%, 10-year 9.70%.

CHDEX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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