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Cutler Equity Fund (DIVHX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.980.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.71%
5-year average return10.04%
Number of years up25
Number of years down6
Best 1-yr total return (2 Jul 2024)29.48%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return29.48%
Worst 3-yr total return7.03%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDIVHXCategory
YTD5.79%4.44%
1-month-0.64%-4.04%
3-month-2.65%4.09%
1-year11.57%14.37%
3-year5.61%6.04%
5-year10.39%9.20%
10-year9.14%8.57%
Last bull market22.12%22.97%
Last bear market-11.81%-11.27%

Annual total return (%) history

Year
DIVHXCategory
2024
N/AN/A
2023
7.15%11.63%
2022
-3.31%-5.90%
2021
24.72%26.22%
2020
9.58%2.91%
2019
24.69%25.04%
2018
-6.40%-8.53%
2017
17.82%15.94%
2016
14.93%14.81%
2015
-2.73%-4.05%
2014
9.66%10.21%
2013
29.48%31.21%
2012
9.44%14.57%
2011
7.64%-0.75%
2010
17.11%13.66%
2009
19.57%24.13%
2008
-28.67%-37.09%
2007
5.15%1.42%
2006
17.33%18.15%
2005
3.46%5.95%
2004
7.34%12.97%
2003
24.67%28.44%
2002
-22.60%-18.69%
2001
-3.19%-4.99%
2000
8.66%7.87%
1999
3.28%6.72%
1998
17.97%12.00%
1997
33.25%26.61%
1996
16.89%20.08%
1995
33.20%32.39%
1994
0.81%-0.70%
1993
4.98%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.67%-2.65%N/AN/A
2023-1.49%3.14%-3.47%9.25%
20220.21%-11.81%-4.39%14.43%
202110.97%4.60%-0.62%8.12%
2020-19.42%13.86%7.42%11.19%
20198.73%4.81%2.60%6.65%
2018-4.27%0.95%6.41%-8.98%
20171.21%1.70%4.04%10.03%
20163.39%4.05%1.31%5.46%
2015-1.45%-1.14%-6.95%7.29%
20141.68%3.54%0.49%3.66%
201312.68%2.41%2.63%9.33%
20127.24%-1.25%4.15%-0.77%
20115.52%2.00%-11.41%12.89%
20102.96%-9.13%13.43%10.36%
2009-14.42%11.89%14.31%9.23%
2008-5.57%-4.74%-2.50%-18.66%
20070.69%5.70%2.11%-3.24%
20063.12%1.25%5.69%6.32%
2005-0.56%-0.20%3.69%0.55%
2004-0.23%0.94%0.78%5.76%
2003-5.86%15.58%0.16%14.39%
20022.00%-13.32%-21.75%11.87%
2001-3.80%3.55%-9.84%7.80%
20001.04%-1.69%2.10%7.14%
19990.61%12.36%-9.34%0.77%
199812.19%0.65%-9.48%15.40%
19973.62%16.27%4.96%5.37%
19964.00%3.21%2.77%5.96%
19958.75%6.88%6.90%7.20%
1994-4.80%0.61%4.81%0.42%
19931.00%1.04%1.43%1.42%

Rank in category (by total return)

YTD68
1-month54
3-month75
1-year78
3-year69
5-year41

Load adjusted returns

1-year11.57%
3-year5.61%
5-year10.39%
10-year9.14%