CHVCX Mutual Fund

NAV$14.48

Returns Overview

1 Month
+1.29%
3 Months
+5.46%
6 Months
+8.91%
YTD
+8.14%
1 Year
+18.92%
3 Years (annualized)
+12.46%
5 Years (annualized)
+7.91%
10 Years (annualized)
+7.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CHVCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.14%
Peer Avg (YTD)
+9.49%
vs Peers
-1.35%

CHVCX Mutual Fund Performance

CHVCX performance across multiple time periods: 1-month 1.29%, YTD 8.14%, 1-year 18.92%, 3-year 12.46%, 5-year 7.91%, 10-year 7.92%.

CHVCX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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