CDHIX Mutual Fund

CDHIX Mutual Fund

NAV$44.47
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Returns Overview

1 Month
+3.11%
3 Months
+2.15%
6 Months
+7.43%
YTD
+20.70%
1 Year
+32.01%
3 Years (annualized)
+22.09%
5 Years (annualized)
+10.40%
10 Years (annualized)
+10.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CDHIX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Ex US Index(MWEU)
This Mutual Fund (YTD)
+20.70%
Peer Avg (YTD)
+10.17%
vs Peers
+10.53%

CDHIX Mutual Fund Performance

CDHIX performance across multiple time periods: 1-month 3.11%, YTD 20.70%, 1-year 32.01%, 3-year 22.09%, 5-year 10.40%, 10-year 10.92%.

CDHIX returns outperform the peer average of 10.17% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

CDHIX vs another fund shows side-by-side returns. CDHIX alternatives are available in the Mutual Fund Screener.