COBCX Mutual Fund

COBCX Mutual Fund

NAV$9.20
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Returns Overview

1 Month
-1.85%
3 Months
-1.30%
6 Months
-1.83%
YTD
-1.56%
1 Year
+0.77%
3 Years (annualized)
+2.89%
5 Years (annualized)
-1.70%
10 Years (annualized)
+1.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would COBCX 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)
-1.56%
Peer Avg (YTD)
+0.12%
vs Peers
-1.68%

COBCX Mutual Fund Performance

COBCX performance across multiple time periods: 1-month -1.85%, YTD -1.56%, 1-year 0.77%, 3-year 2.89%, 5-year -1.70%, 10-year 1.16%.

COBCX returns trail the peer average of 0.12% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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