COTZX Mutual Fund

NAV$18.32

Returns Overview

1 Month
-0.16%
3 Months
+4.81%
6 Months
+3.16%
YTD
+3.16%
1 Year
+9.11%
3 Years (annualized)
+10.37%
5 Years (annualized)
+4.56%
10 Years (annualized)
+8.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would COTZX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.16%
Peer Avg (YTD)
+5.93%
vs Peers
-2.78%

COTZX Mutual Fund Performance

COTZX performance across multiple time periods: 1-month -0.16%, YTD 3.16%, 1-year 9.11%, 3-year 10.37%, 5-year 4.56%, 10-year 8.09%.

COTZX returns trail the peer average of 5.93% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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