COBAX Mutual Fund

COBAX Mutual Fund

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Returns Overview

1 Month
-2.78%
3 Months
-4.26%
6 Months
-3.26%
YTD
-3.61%
1 Year
-3.23%
3 Years (annualized)
+4.08%
5 Years (annualized)
-0.82%
10 Years (annualized)
+1.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would COBAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
-3.61%
Peer Avg (YTD)
+0.50%
vs Peers
-4.11%

COBAX Mutual Fund Performance

COBAX performance across multiple time periods: 1-month -2.78%, YTD -3.61%, 1-year -3.23%, 3-year 4.08%, 5-year -0.82%, 10-year 1.98%.

COBAX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

COBAX vs another fund shows side-by-side returns. COBAX alternatives are available in the Mutual Fund Screener.