COVAX Mutual Fund

COVAX Mutual Fund

NAV$15.16
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Returns Overview

1 Month
+7.13%
3 Months
-1.05%
6 Months
+8.23%
YTD
+22.89%
1 Year
+27.20%
3 Years (annualized)
+20.94%
5 Years (annualized)
+7.86%
10 Years (annualized)
+10.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would COVAX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+22.89%
Peer Avg (YTD)
+12.21%
vs Peers
+10.68%

COVAX Mutual Fund Performance

COVAX performance across multiple time periods: 1-month 7.13%, YTD 22.89%, 1-year 27.20%, 3-year 20.94%, 5-year 7.86%, 10-year 10.57%.

COVAX returns outperform the peer average of 12.21% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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