CHDVX Mutual Fund

NAV$14.68

Returns Overview

1 Month
+1.40%
3 Months
+5.67%
6 Months
+9.41%
YTD
+8.58%
1 Year
+20.01%
3 Years (annualized)
+13.56%
5 Years (annualized)
+8.96%
10 Years (annualized)
+8.95%

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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.58%
Peer Avg (YTD)
+9.49%
vs Peers
-0.91%

CHDVX Mutual Fund Performance

CHDVX performance across multiple time periods: 1-month 1.40%, YTD 8.58%, 1-year 20.01%, 3-year 13.56%, 5-year 8.96%, 10-year 8.95%.

CHDVX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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