CZOVX Mutual Fund

CZOVX Mutual Fund

NAV$33.69
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Returns Overview

1 Month
-0.30%
3 Months
-0.33%
6 Months
+15.98%
YTD
+12.14%
1 Year
+14.82%
3 Years (annualized)
+10.96%
5 Years (annualized)
+6.55%
10 Years (annualized)
+11.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CZOVX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+12.14%
Peer Avg (YTD)
+9.91%
vs Peers
+2.23%

CZOVX Mutual Fund Performance

CZOVX performance across multiple time periods: 1-month -0.30%, YTD 12.14%, 1-year 14.82%, 3-year 10.96%, 5-year 6.55%, 10-year 11.40%.

CZOVX returns outperform the peer average of 9.91% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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