CDHAX Mutual Fund

NAV$44.89

Returns Overview

1 Month
+1.88%
3 Months
+18.51%
6 Months
+20.26%
YTD
+18.79%
1 Year
+33.64%
3 Years (annualized)
+20.83%
5 Years (annualized)
+10.66%
10 Years (annualized)
+11.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CDHAX 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
MSCI World Ex US Index(MWEU)
This Mutual Fund (YTD)
+18.79%
Peer Avg (YTD)
+9.13%
vs Peers
+9.66%

CDHAX Mutual Fund Performance

CDHAX performance across multiple time periods: 1-month 1.88%, YTD 18.79%, 1-year 33.64%, 3-year 20.83%, 5-year 10.66%, 10-year 11.16%.

CDHAX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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