COTZX Mutual Fund

COTZX Mutual Fund

NAV$18.09
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Returns Overview

1 Month
-2.18%
3 Months
-1.65%
6 Months
+3.09%
YTD
+1.46%
1 Year
+2.96%
3 Years (annualized)
+10.68%
5 Years (annualized)
+4.46%
10 Years (annualized)
+7.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would COTZX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦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 Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.46%
Peer Avg (YTD)
+5.22%
vs Peers
-3.76%

COTZX Mutual Fund Performance

COTZX performance across multiple time periods: 1-month -2.18%, YTD 1.46%, 1-year 2.96%, 3-year 10.68%, 5-year 4.46%, 10-year 7.66%.

COTZX returns trail the peer average of 5.22% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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