CHDEX Mutual Fund

CHDEX Mutual Fund

NAV$15.17
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Returns Overview

1 Month
+4.13%
3 Months
+5.66%
6 Months
+9.30%
YTD
+12.95%
1 Year
+23.40%
3 Years (annualized)
+13.59%
5 Years (annualized)
+9.06%
10 Years (annualized)
+8.92%

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
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📉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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.95%
Peer Avg (YTD)
+11.41%
vs Peers
+1.53%

CHDEX Mutual Fund Performance

CHDEX performance across multiple time periods: 1-month 4.13%, YTD 12.95%, 1-year 23.40%, 3-year 13.59%, 5-year 9.06%, 10-year 8.92%.

CHDEX returns outperform the peer average of 11.41% 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.