Cutler Equity Fund (DIVHX)
The mutual fund aims to invest at least 80% of its assets in a diversified portfolio of common stocks that meet specific criteria set by the investment adviser, focusing on companies with market capitalization of at least $10 billion and broad institutional ownership for liquidity.
Fund Info
Oct 27, 2020
$2,500
Large-Cap
Value
Expense Ratio
DIVHX has a high expense ratio of 0.99%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Cutler Equity Fund (DIVHX) returned 3.57% year-to-date (YTD) and 7.22% over the past 12 months. Over the past 10 years, DIVHX returned 5.35% annually, underperforming the S&P 500 benchmark at 10.85%.
DIVHX
3.57%
4.21%
-6.76%
7.22%
4.34%
8.14%
5.35%
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of DIVHX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 4.71% | 0.36% | -2.42% | -2.60% | 3.70% | 3.57% | |||||||
| 2024 | 0.73% | 2.81% | 4.94% | -3.99% | 2.06% | -0.65% | 3.19% | 3.32% | 3.22% | -2.24% | 5.74% | -10.21% | 8.05% |
| 2023 | 1.69% | -3.13% | 0.01% | 1.27% | -4.74% | 6.92% | 3.64% | -2.97% | -4.01% | -2.79% | 6.33% | -0.04% | 1.35% |
| 2022 | -1.65% | -2.50% | 6.71% | -5.80% | 1.43% | -7.70% | 5.46% | -2.44% | -7.07% | 10.50% | 6.77% | -3.14% | -1.40% |
| 2021 | -0.00% | 3.89% | 6.82% | 2.80% | 2.37% | -0.60% | 0.92% | 2.50% | -3.94% | 5.45% | -2.13% | -2.07% | 16.58% |
| 2020 | -1.28% | -9.03% | -10.64% | 10.66% | 3.14% | -0.65% | 3.37% | 5.59% | -1.93% | -2.21% | 11.19% | -1.91% | 3.87% |
| 2019 | 4.27% | 4.09% | -0.20% | 4.40% | -6.44% | 6.93% | 0.97% | -1.49% | 2.72% | 1.33% | 2.48% | -0.27% | 19.70% |
| 2018 | 4.26% | -5.58% | -3.05% | -0.76% | 1.28% | 0.10% | 3.99% | 1.36% | 0.57% | -6.04% | 4.71% | -11.61% | -11.48% |
| 2017 | -0.83% | 2.41% | -0.71% | 0.72% | 1.59% | -1.18% | 2.45% | -0.90% | 2.31% | 2.62% | 5.11% | 0.39% | 14.67% |
| 2016 | -3.36% | 1.09% | 5.35% | 1.81% | 0.36% | 1.48% | 2.86% | -1.13% | -0.80% | -1.73% | 5.12% | 0.73% | 12.01% |
| 2015 | -4.42% | 5.22% | -2.37% | 1.15% | 0.34% | -2.96% | 0.64% | -5.77% | -2.35% | 8.10% | 0.29% | -6.19% | -8.90% |
| 2014 | -4.11% | 3.97% | 1.70% | 0.95% | 1.12% | 1.11% | -1.79% | 3.41% | -1.36% | 1.61% | 2.27% | -2.22% | 6.52% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of DIVHX is 28, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Cutler Equity Fund (DIVHX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Cutler Equity Fund provided a 5.53% dividend yield over the last twelve months, with an annual payout of $1.50 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|
| Dividend | $1.50 | $1.53 | $1.80 | $0.93 | $2.09 | $1.05 |
Dividend yield | 5.53% | 5.81% | 7.26% | 3.74% | 8.01% | 4.63% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.07 | |||||||
| 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 | $0.62 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.14 | $0.93 |
| 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 |
| 2020 | $1.05 | $1.05 |
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 71.64%, occurring on Mar 9, 2009. Recovery took 2233 trading sessions.
The current Cutler Equity Fund drawdown is 7.01%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -71.64% | Jul 20, 1998 | 2675 | Mar 9, 2009 | 2233 | Jan 22, 2018 | 4908 |
| -31.89% | Dec 17, 2019 | 66 | Mar 23, 2020 | 154 | Nov 11, 2020 | 220 |
| -19.79% | Jan 29, 2018 | 228 | Dec 21, 2018 | 241 | Dec 11, 2019 | 469 |
| -18.99% | Nov 26, 2021 | 213 | Sep 30, 2022 | 365 | Mar 20, 2024 | 578 |
| -17.46% | Dec 2, 2024 | 87 | Apr 8, 2025 | — | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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