CHDPX Mutual Fund

CHDPX Mutual Fund

NAV$12.03
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Returns Overview

1 Month
+0.76%
3 Months
+4.44%
6 Months
+11.34%
YTD
+14.23%
1 Year
+13.60%
3 Years (annualized)
+0.91%
5 Years (annualized)
+4.68%
10 Years (annualized)
+5.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CHDPX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+14.23%
Peer Avg (YTD)
+15.33%
vs Peers
-1.09%

CHDPX Mutual Fund Performance

CHDPX performance across multiple time periods: 1-month 0.76%, YTD 14.23%, 1-year 13.60%, 3-year 0.91%, 5-year 4.68%, 10-year 5.73%.

CHDPX returns trail the peer average of 15.33% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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