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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Cutler Equity Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
Cutler Equity Fund (DIVHX) has returned 3.50% so far this year and 15.43% over the past 12 months.
Cutler Equity Fund
- 1D
- -0.27%
- 1M
- -6.07%
- YTD
- 3.50%
- 6M
- 4.73%
- 1Y
- 15.43%
- 3Y*
- 13.07%
- 5Y*
- 9.07%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Oct 28, 2020, DIVHX's average daily return is +0.05%, while the average monthly return is +1.10%. At this rate, your investment would double in approximately 5.3 years.
Historically, 62% of months were positive and 38% were negative. The best month was Oct 2022 with a return of +10.5%, while the worst month was Jun 2022 at -7.7%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 3 months.
On a daily basis, DIVHX closed higher 52% of trading days. The best single day was Apr 9, 2025 with a return of +6.5%, while the worst single day was Apr 4, 2025 at -5.7%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 6.16% | 3.79% | -6.07% | 3.50% | |||||||||
| 2025 | 4.71% | 0.36% | -2.58% | -2.60% | 4.08% | 3.84% | 1.59% | 1.81% | 1.22% | -0.27% | 1.90% | -0.43% | 14.17% |
| 2024 | 0.73% | 2.81% | 4.94% | -3.99% | 2.06% | -0.65% | 3.19% | 3.32% | 3.22% | -2.24% | 5.74% | -6.53% | 12.48% |
| 2023 | 1.69% | -3.13% | 0.01% | 1.27% | -4.74% | 6.92% | 3.64% | -2.97% | -4.01% | -2.79% | 6.33% | 5.68% | 7.14% |
| 2022 | -1.65% | -2.50% | 4.49% | -5.80% | 1.43% | -7.70% | 5.46% | -2.44% | -7.07% | 10.50% | 6.77% | -3.14% | -3.45% |
| 2021 | 0.00% | 3.89% | 6.82% | 2.80% | 2.37% | -0.60% | 0.92% | 2.50% | -3.94% | 5.45% | -2.13% | 4.64% | 24.57% |
Benchmark Metrics
Cutler Equity Fund has an annualized alpha of 3.70%, beta of 0.71, and R² of 0.74 versus S&P 500 Index. Calculated based on daily prices since October 29, 2020.
- This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (85.28%) than losses (82.01%) — typical of diversified or defensive assets.
- This fund generated an annualized alpha of 3.70% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
- Alpha
- 3.70%
- Beta
- 0.71
- R²
- 0.74
- Upside Capture
- 85.28%
- Downside Capture
- 82.01%
Expense Ratio
DIVHX has a high expense ratio of 0.99%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
DIVHX ranks 65 for risk / return — better than 65% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Cutler Equity Fund (DIVHX) and compare them to a chosen benchmark (S&P 500 Index).
| DIVHX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.18 | 0.90 | +0.29 |
Sortino ratioReturn per unit of downside risk | 1.72 | 1.39 | +0.33 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.21 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.41 | 1.40 | +0.01 |
Martin ratioReturn relative to average drawdown | 6.31 | 6.61 | -0.29 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore DIVHX risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
Cutler Equity Fund provided a 5.10% dividend yield over the last twelve months, with an annual payout of $1.51 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Dividend | $1.51 | $1.53 | $1.53 | $1.80 | $0.35 | $2.09 | $1.05 |
Dividend yield | 5.10% | 5.37% | 5.81% | 7.26% | 1.40% | 8.01% | 4.62% |
Monthly Dividends
The table displays the monthly dividend distributions for Cutler Equity Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||||
| 2025 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $1.31 | $1.53 |
| 2024 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $1.24 | $1.53 |
| 2023 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $1.51 | $1.80 |
| 2022 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.10 | $0.35 |
| 2021 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $1.86 | $2.09 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Cutler Equity Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Cutler Equity Fund was 17.60%, occurring on Sep 30, 2022. Recovery took 303 trading sessions.
The current Cutler Equity Fund drawdown is 6.81%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -17.6% | Jan 13, 2022 | 180 | Sep 30, 2022 | 303 | Dec 14, 2023 | 483 |
| -14.22% | Dec 2, 2024 | 87 | Apr 8, 2025 | 55 | Jun 27, 2025 | 142 |
| -6.81% | Feb 12, 2026 | 32 | Mar 30, 2026 | — | — | — |
| -4.93% | Sep 3, 2021 | 12 | Sep 21, 2021 | 21 | Oct 20, 2021 | 33 |
| -4.68% | Jan 13, 2021 | 10 | Jan 27, 2021 | 13 | Feb 16, 2021 | 23 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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