COGMX Mutual Fund

COGMX Mutual Fund

NAV$12.14
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Returns Overview

1 Month
-0.08%
3 Months
-0.26%
6 Months
-3.90%
YTD
+0.16%
1 Year
+3.58%
3 Years (annualized)
+5.24%
5 Years (annualized)
+4.98%
10 Years (annualized)
+3.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would COGMX 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)
+0.16%
Peer Avg (YTD)
+2.11%
vs Peers
-1.95%

COGMX Mutual Fund Performance

COGMX performance across multiple time periods: 1-month -0.08%, YTD 0.16%, 1-year 3.58%, 3-year 5.24%, 5-year 4.98%, 10-year 3.32%.

COGMX returns trail the peer average of 2.11% YTD. With an expense ratio of 2.59%, investors should weigh costs against performance when evaluating this mutual fund.

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