COGIX Mutual Fund

COGIX Mutual Fund

NAV$12.29
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Returns Overview

1 Month
-0.24%
3 Months
-1.09%
6 Months
-4.68%
YTD
-0.72%
1 Year
+2.94%
3 Years (annualized)
+5.21%
5 Years (annualized)
+5.06%
10 Years (annualized)
+3.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would COGIX 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 Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.72%
Peer Avg (YTD)
+2.11%
vs Peers
-2.83%

COGIX Mutual Fund Performance

COGIX performance across multiple time periods: 1-month -0.24%, YTD -0.72%, 1-year 2.94%, 3-year 5.21%, 5-year 5.06%, 10-year 3.48%.

COGIX returns trail the peer average of 2.11% YTD. With an expense ratio of 2.34%, investors should weigh costs against performance when evaluating this mutual fund.

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