COAVX Mutual Fund

NAV$14.52

Returns Overview

1 Month
+3.20%
3 Months
-3.01%
6 Months
-4.97%
YTD
+1.68%
1 Year
+19.52%
3 Years (annualized)
+19.51%
5 Years (annualized)
+11.72%
10 Years (annualized)
+10.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would COAVX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Msci Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+1.68%
Peer Avg (YTD)
+8.71%
vs Peers
-7.03%

COAVX Mutual Fund Performance

COAVX performance across multiple time periods: 1-month 3.20%, YTD 1.68%, 1-year 19.52%, 3-year 19.51%, 5-year 11.72%, 10-year 10.12%.

COAVX returns trail the peer average of 8.71% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

COAVX performance comparison shows side-by-side returns with another fund. COAVX alternatives are available in the Mutual Fund Screener.