DIVHX Mutual Fund

DIVHX Mutual Fund

NAV$31.50
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Returns Overview

1 Month
+1.57%
3 Months
+5.36%
6 Months
+3.13%
YTD
+12.73%
1 Year
+16.40%
3 Years (annualized)
+15.31%
5 Years (annualized)
+9.46%
10 Years (annualized)
+9.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DIVHX 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 Value Index(^SP500V:SP)
This Mutual Fund (YTD)
+12.73%
Peer Avg (YTD)
+12.44%
vs Peers
+0.29%

DIVHX Mutual Fund Performance

DIVHX performance across multiple time periods: 1-month 1.57%, YTD 12.73%, 1-year 16.40%, 3-year 15.31%, 5-year 9.46%, 10-year 9.87%.

DIVHX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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