CHTVX Mutual Fund

CHTVX Mutual Fund

NAV$25.21
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Returns Overview

1 Month
+1.41%
3 Months
+1.25%
6 Months
+8.91%
YTD
+7.65%
1 Year
+13.52%
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)
+7.65%
Peer Avg (YTD)
+11.21%
vs Peers
-3.56%

CHTVX Mutual Fund Performance

CHTVX performance across multiple time periods: 1-month 1.41%, YTD 7.65%, 1-year 13.52%, 3-year 18.32%, 5-year 10.27%, 10-year 11.62%.

CHTVX returns trail the peer average of 11.21% 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.