CONOX Mutual Fund

NAV$13.41

Returns Overview

1 Month
-0.35%
3 Months
+16.07%
6 Months
+19.49%
YTD
+17.52%
1 Year
+29.20%
3 Years (annualized)
+12.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CONOX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch US Convertible Index(VXA0)
This Mutual Fund (YTD)
+17.52%
Peer Avg (YTD)
+18.00%
vs Peers
-0.48%

CONOX Mutual Fund Performance

CONOX performance across multiple time periods: 1-month -0.35%, YTD 17.52%, 1-year 29.20%, 3-year 12.95%.

CONOX returns trail the peer average of 18.00% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

CONOX performance comparison shows side-by-side returns with another fund. CONOX alternatives are available in the Mutual Fund Screener.