CHDRX Mutual Fund

NAV$11.67

Returns Overview

1 Month
+0.69%
3 Months
+4.35%
6 Months
+11.08%
YTD
+13.99%
1 Year
+13.33%
3 Years (annualized)
+0.67%
5 Years (annualized)
+4.44%
10 Years (annualized)
+5.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CHDRX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.99%
Peer Avg (YTD)
+15.33%
vs Peers
-1.34%

CHDRX Mutual Fund Performance

CHDRX performance across multiple time periods: 1-month 0.69%, YTD 13.99%, 1-year 13.33%, 3-year 0.67%, 5-year 4.44%, 10-year 5.57%.

CHDRX returns trail the peer average of 15.33% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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