Nasdaq - Delayed Quote USD

Cutler Equity Fund (DIVHX)

27.46 +0.16 (+0.59%)
At close: 8:05 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 11.73%
5y Average Return 10.96%
Number of Years Up 25
Number of Years Down 6
Best 1Y Total Return (Sep 12, 2024) 29.48%
Worst 1Y Total Return (Sep 12, 2024) --
Best 3Y Total Return 29.48%
Worst 3Y Total Return 7.03%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
DIVHX
Category
YTD
12.79%
4.44%
1-Month
3.32%
-4.04%
3-Month
5.93%
4.09%
1-Year
18.28%
14.37%
3-Year
6.67%
6.04%
5-Year
11.93%
9.20%
10-Year
9.68%
8.57%
Last Bull Market
22.12%
22.97%
Last Bear Market
-11.81%
-11.27%

Annual Total Return (%) History

Year
DIVHX
Category
2024
--
--
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%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.67% -2.65% -- --
2023 -1.49% 3.14% -3.47% 9.25%
2022 0.21% -11.81% -4.39% 14.43%
2021 10.97% 4.60% -0.62% 8.12%
2020 -19.42% 13.86% 7.42% 11.19%
2019 8.73% 4.81% 2.60% 6.65%
2018 -4.27% 0.95% 6.41% -8.98%
2017 1.21% 1.70% 4.04% 10.03%
2016 3.39% 4.05% 1.31% 5.46%
2015 -1.45% -1.14% -6.95% 7.29%

2014 1.68% 3.54% 0.49% 3.66%
2013 12.68% 2.41% 2.63% 9.33%
2012 7.24% -1.25% 4.15% -0.77%
2011 5.52% 2.00% -11.41% 12.89%
2010 2.96% -9.13% 13.43% 10.36%
2009 -14.42% 11.89% 14.31% 9.23%
2008 -5.57% -4.74% -2.50% -18.66%
2007 0.69% 5.70% 2.11% -3.24%
2006 3.12% 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%
2002 2.00% -13.32% -21.75% 11.87%
2001 -3.80% 3.55% -9.84% 7.80%
2000 1.04% -1.69% 2.10% 7.14%
1999 0.61% 12.36% -9.34% 0.77%
1998 12.19% 0.65% -9.48% 15.40%
1997 3.62% 16.27% 4.96% 5.37%
1996 4.00% 3.21% 2.77% 5.96%
1995 8.75% 6.88% 6.90% 7.20%
1994 -4.80% 0.61% 4.81% 0.42%
1993 1.00% 1.04% 1.43% 1.42%

Rank in Category (By Total Return)

YTD 76
1-Month 14
3-Month 64
1-Year 80
3-Year 76
5-Year 46

Load Adjusted Returns

1-Year 18.28%
3-Year 6.67%
5-Year 11.93%
10-Year 9.68%

Performance & Risk

YTD Return 11.73%
5y Average Return 10.96%
Rank in Category (ytd) 76
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.79
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family Cutler
Net Assets 203.81M
YTD Return 12.79%
Yield 1.35%
Morningstar Rating
Inception Date Dec 31, 1992

Fund Summary

In seeking to meet its investment objective, under normal conditions, at least 80% of its assets will be invested in a diversified portfolio of common stocks according to the investment style of the fund's investment adviser. The fund typically invests in stocks of companies that have a total market capitalization of at least $10 billion and, in the Adviser's opinion, have institutional ownership that is sufficiently broad to provide adequate liquidity suitable to the fund's holdings.

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