CHTVX Mutual Fund

NAV$25.52

Returns Overview

1 Month
-1.41%
3 Months
+12.63%
6 Months
+5.23%
YTD
+4.83%
1 Year
+14.45%
3 Years (annualized)
+17.37%
5 Years (annualized)
+10.62%
10 Years (annualized)
+11.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CHTVX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+4.83%
Peer Avg (YTD)
+9.51%
vs Peers
-4.68%

CHTVX Mutual Fund Performance

CHTVX performance across multiple time periods: 1-month -1.41%, YTD 4.83%, 1-year 14.45%, 3-year 17.37%, 5-year 10.62%, 10-year 11.93%.

CHTVX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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