COHOX Mutual Fund

NAV$8.00

Returns Overview

1 Month
-38.32%
3 Months
-39.21%
6 Months
-36.66%
YTD
-35.69%
1 Year
-40.59%
3 Years (annualized)
-9.26%
5 Years (annualized)
+0.76%
10 Years (annualized)
+6.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would COHOX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-35.69%
Peer Avg (YTD)
+14.11%
vs Peers
-49.80%

COHOX Mutual Fund Performance

COHOX performance across multiple time periods: 1-month -38.32%, YTD -35.69%, 1-year -40.59%, 3-year -9.26%, 5-year 0.76%, 10-year 6.13%.

COHOX returns trail the peer average of 14.11% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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