CHDEX Mutual Fund

CHDEX Mutual Fund

NAV$14.98
See how much of CHDEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.63%
3 Months
+1.11%
6 Months
+6.91%
YTD
+14.28%
1 Year
+19.09%
3 Years (annualized)
+18.35%
5 Years (annualized)
+8.52%
10 Years (annualized)
+9.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CHDEX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+14.28%
Peer Avg (YTD)
+12.44%
vs Peers
+1.84%

CHDEX Mutual Fund Performance

CHDEX performance across multiple time periods: 1-month 4.63%, YTD 14.28%, 1-year 19.09%, 3-year 18.35%, 5-year 8.52%, 10-year 9.41%.

CHDEX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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