COCVX Mutual Fund

COCVX Mutual Fund

NAV$14.40
See how much of COCVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.10%
3 Months
+4.83%
6 Months
-4.71%
YTD
+12.25%
1 Year
+21.02%
3 Years (annualized)
+13.97%
5 Years (annualized)
+7.02%
10 Years (annualized)
+6.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would COCVX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Msci Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+12.25%
Peer Avg (YTD)
+12.12%
vs Peers
+0.13%

COCVX Mutual Fund Performance

COCVX performance across multiple time periods: 1-month 3.10%, YTD 12.25%, 1-year 21.02%, 3-year 13.97%, 5-year 7.02%, 10-year 6.42%.

COCVX returns outperform the peer average of 12.12% YTD. With an expense ratio of 1.91%, investors should weigh costs against performance when evaluating this mutual fund.

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