CONOX Mutual Fund

CONOX Mutual Fund

NAV$11.72
See how much of CONOX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.53%
3 Months
-4.99%
6 Months
-5.64%
YTD
+7.52%
1 Year
+5.46%
3 Years (annualized)
+13.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CONOX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch US Convertible Index(VXA0)
This Mutual Fund (YTD)
+7.52%
Peer Avg (YTD)
+6.65%
vs Peers
+0.86%

CONOX Mutual Fund Performance

CONOX performance across multiple time periods: 1-month -4.53%, YTD 7.52%, 1-year 5.46%, 3-year 13.43%.

CONOX returns outperform the peer average of 6.65% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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