COCVX Mutual Fund

COCVX Mutual Fund

NAV$14.87
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Returns Overview

1 Month
+4.91%
3 Months
+1.82%
6 Months
+2.09%
YTD
+8.88%
1 Year
+24.92%
3 Years (annualized)
+19.00%
5 Years (annualized)
+11.88%
10 Years (annualized)
+9.74%

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
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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)
+8.88%
Peer Avg (YTD)
+11.12%
vs Peers
-2.24%

COCVX Mutual Fund Performance

COCVX performance across multiple time periods: 1-month 4.91%, YTD 8.88%, 1-year 24.92%, 3-year 19.00%, 5-year 11.88%, 10-year 9.74%.

COCVX returns trail the peer average of 11.12% 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.