CHVCX Mutual Fund

CHVCX Mutual Fund

NAV$14.68
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Returns Overview

1 Month
+4.08%
3 Months
+5.53%
6 Months
+8.97%
YTD
+12.55%
1 Year
+22.57%
3 Years (annualized)
+13.24%
5 Years (annualized)
+8.52%
10 Years (annualized)
+8.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CHVCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.55%
Peer Avg (YTD)
+11.41%
vs Peers
+1.14%

CHVCX Mutual Fund Performance

CHVCX performance across multiple time periods: 1-month 4.08%, YTD 12.55%, 1-year 22.57%, 3-year 13.24%, 5-year 8.52%, 10-year 8.16%.

CHVCX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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