CHDVX Mutual Fund

CHDVX Mutual Fund

NAV$15.18
Do a full portfolio x-ray with CHDVX
Just $25 once·$69/mo·Download sample
Get mine for $25

Returns Overview

1 Month
+4.15%
3 Months
+5.72%
6 Months
+9.44%
YTD
+13.08%
1 Year
+23.72%
3 Years (annualized)
+14.33%
5 Years (annualized)
+9.58%
10 Years (annualized)
+9.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CHDVX 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)
+13.08%
Peer Avg (YTD)
+11.41%
vs Peers
+1.67%

CHDVX Mutual Fund Performance

CHDVX performance across multiple time periods: 1-month 4.15%, YTD 13.08%, 1-year 23.72%, 3-year 14.33%, 5-year 9.58%, 10-year 9.19%.

CHDVX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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