COVAX Mutual Fund

COVAX Mutual Fund

NAV$14.43
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Returns Overview

1 Month
-7.15%
3 Months
-6.96%
6 Months
+9.70%
YTD
+14.71%
1 Year
+17.14%
3 Years (annualized)
+16.77%
5 Years (annualized)
+9.32%
10 Years (annualized)
+10.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would COVAX 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
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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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+14.71%
Peer Avg (YTD)
+10.34%
vs Peers
+4.37%

COVAX Mutual Fund Performance

COVAX performance across multiple time periods: 1-month -7.15%, YTD 14.71%, 1-year 17.14%, 3-year 16.77%, 5-year 9.32%, 10-year 10.27%.

COVAX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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