DIVHX Mutual Fund

NAV$32.28

Returns Overview

1 Month
+2.20%
3 Months
+4.75%
6 Months
+10.22%
YTD
+9.34%
1 Year
+16.77%
3 Years (annualized)
+12.19%
5 Years (annualized)
+6.95%
10 Years (annualized)
+9.85%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Value Index(^SP500V:SP)
This Mutual Fund (YTD)
+9.34%
Peer Avg (YTD)
+9.49%
vs Peers
-0.15%

DIVHX Mutual Fund Performance

DIVHX performance across multiple time periods: 1-month 2.20%, YTD 9.34%, 1-year 16.77%, 3-year 12.19%, 5-year 6.95%, 10-year 9.85%.

DIVHX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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