CHVCX Mutual Fund

CHVCX Mutual Fund

NAV$14.47
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Returns Overview

1 Month
+4.65%
3 Months
+0.95%
6 Months
+6.53%
YTD
+13.62%
1 Year
+18.30%
3 Years (annualized)
+17.50%
5 Years (annualized)
+7.74%
10 Years (annualized)
+8.58%

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)
+13.62%
Peer Avg (YTD)
+12.44%
vs Peers
+1.18%

CHVCX Mutual Fund Performance

CHVCX performance across multiple time periods: 1-month 4.65%, YTD 13.62%, 1-year 18.30%, 3-year 17.50%, 5-year 7.74%, 10-year 8.58%.

CHVCX returns outperform the peer average of 12.44% 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.