COBAX Mutual Fund

COBAX Mutual Fund

NAV$9.05
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Returns Overview

1 Month
+1.68%
3 Months
-0.89%
6 Months
-1.98%
YTD
-1.99%
1 Year
-1.94%
3 Years (annualized)
+5.40%
5 Years (annualized)
-0.93%
10 Years (annualized)
+1.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would COBAX 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
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
-1.99%
Peer Avg (YTD)
+1.93%
vs Peers
-3.92%

COBAX Mutual Fund Performance

COBAX performance across multiple time periods: 1-month 1.68%, YTD -1.99%, 1-year -1.94%, 3-year 5.40%, 5-year -0.93%, 10-year 1.90%.

COBAX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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