COTZX Mutual Fund

COTZX Mutual Fund

NAV$18.08
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Returns Overview

1 Month
+1.06%
3 Months
+0.11%
6 Months
+0.50%
YTD
+2.53%
1 Year
+2.96%
3 Years (annualized)
+12.17%
5 Years (annualized)
+4.40%
10 Years (annualized)
+7.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would COTZX 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
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📉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)
+2.53%
Peer Avg (YTD)
+5.74%
vs Peers
-3.20%

COTZX Mutual Fund Performance

COTZX performance across multiple time periods: 1-month 1.06%, YTD 2.53%, 1-year 2.96%, 3-year 12.17%, 5-year 4.40%, 10-year 7.59%.

COTZX returns trail the peer average of 5.74% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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