CHTVX Mutual Fund

CHTVX Mutual Fund

NAV$25.15
See how much of CHTVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.26%
3 Months
+3.63%
6 Months
+5.79%
YTD
+6.15%
1 Year
+13.62%
3 Years (annualized)
+17.00%
5 Years (annualized)
+10.48%
10 Years (annualized)
+11.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CHTVX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+6.15%
Peer Avg (YTD)
+9.41%
vs Peers
-3.26%

CHTVX Mutual Fund Performance

CHTVX performance across multiple time periods: 1-month 1.26%, YTD 6.15%, 1-year 13.62%, 3-year 17.00%, 5-year 10.48%, 10-year 11.61%.

CHTVX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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