COCVX Mutual Fund

NAV$14.23

Returns Overview

1 Month
+3.42%
3 Months
-3.92%
6 Months
-3.85%
YTD
+0.78%
1 Year
+18.62%
3 Years (annualized)
+18.61%
5 Years (annualized)
+10.88%
10 Years (annualized)
+9.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would COCVX 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)
+0.78%
Peer Avg (YTD)
+8.71%
vs Peers
-7.94%

COCVX Mutual Fund Performance

COCVX performance across multiple time periods: 1-month 3.42%, YTD 0.78%, 1-year 18.62%, 3-year 18.61%, 5-year 10.88%, 10-year 9.87%.

COCVX returns trail the peer average of 8.71% YTD. With an expense ratio of 1.91%, investors should weigh costs against performance when evaluating this mutual fund.

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