CHTVX Mutual Fund

CHTVX Mutual Fund

NAV$25.20
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Returns Overview

1 Month
+0.04%
3 Months
+2.73%
6 Months
+15.70%
YTD
+7.69%
1 Year
+10.31%
3 Years (annualized)
+18.32%
5 Years (annualized)
+10.27%
10 Years (annualized)
+11.62%

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
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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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+7.69%
Peer Avg (YTD)
+9.98%
vs Peers
-2.29%

CHTVX Mutual Fund Performance

CHTVX performance across multiple time periods: 1-month 0.04%, YTD 7.69%, 1-year 10.31%, 3-year 18.32%, 5-year 10.27%, 10-year 11.62%.

CHTVX returns trail the peer average of 9.98% 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.