COCVX Mutual Fund

COCVX Mutual Fund

NAV$14.41
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Returns Overview

1 Month
-3.14%
3 Months
+4.77%
6 Months
+0.48%
YTD
+2.76%
1 Year
+1.97%
3 Years (annualized)
+13.97%
5 Years (annualized)
+7.02%
10 Years (annualized)
+6.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would COCVX 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
Msci Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+2.76%
Peer Avg (YTD)
+9.89%
vs Peers
-7.13%

COCVX Mutual Fund Performance

COCVX performance across multiple time periods: 1-month -3.14%, YTD 2.76%, 1-year 1.97%, 3-year 13.97%, 5-year 7.02%, 10-year 6.42%.

COCVX returns trail the peer average of 9.89% YTD. With an expense ratio of 1.91%, investors should weigh costs against performance when evaluating this mutual fund.

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