COVUX Mutual Fund

COVUX Mutual Fund

NAV$14.14
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Returns Overview

1 Month
-3.06%
3 Months
+4.94%
6 Months
+5.61%
YTD
+8.13%
1 Year
+15.27%
3 Years (annualized)
+21.65%
5 Years (annualized)
+12.81%
10 Years (annualized)
+11.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would COVUX 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
Msci Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+8.13%
Peer Avg (YTD)
+9.89%
vs Peers
-1.76%

COVUX Mutual Fund Performance

COVUX performance across multiple time periods: 1-month -3.06%, YTD 8.13%, 1-year 15.27%, 3-year 21.65%, 5-year 12.81%, 10-year 11.12%.

COVUX returns trail the peer average of 9.89% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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