COBEX Mutual Fund

COBEX Mutual Fund

NAV$9.05
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Returns Overview

1 Month
+2.05%
3 Months
-0.92%
6 Months
-2.07%
YTD
-2.15%
1 Year
-2.13%
3 Years (annualized)
+5.20%
5 Years (annualized)
-1.11%
10 Years (annualized)
+1.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would COBEX 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)
-2.15%
Peer Avg (YTD)
+1.93%
vs Peers
-4.07%

COBEX Mutual Fund Performance

COBEX performance across multiple time periods: 1-month 2.05%, YTD -2.15%, 1-year -2.13%, 3-year 5.20%, 5-year -1.11%, 10-year 1.71%.

COBEX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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