COAVX Mutual Fund

COAVX Mutual Fund

NAV$15.44
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Returns Overview

1 Month
+5.05%
3 Months
+2.06%
6 Months
+2.46%
YTD
+8.42%
1 Year
+25.94%
3 Years (annualized)
+19.90%
5 Years (annualized)
+12.73%
10 Years (annualized)
+10.56%

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
PROUpgrade to run
📉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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Msci Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+8.42%
Peer Avg (YTD)
+11.12%
vs Peers
-2.70%

COAVX Mutual Fund Performance

COAVX performance across multiple time periods: 1-month 5.05%, YTD 8.42%, 1-year 25.94%, 3-year 19.90%, 5-year 12.73%, 10-year 10.56%.

COAVX returns trail the peer average of 11.12% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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