COVUX Mutual Fund

COVUX Mutual Fund

NAV$14.53
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Returns Overview

1 Month
+5.01%
3 Months
+1.94%
6 Months
+2.36%
YTD
+9.24%
1 Year
+25.59%
3 Years (annualized)
+19.59%
5 Years (annualized)
+12.44%
10 Years (annualized)
+10.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would COVUX 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
Msci Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+9.24%
Peer Avg (YTD)
+11.12%
vs Peers
-1.88%

COVUX Mutual Fund Performance

COVUX performance across multiple time periods: 1-month 5.01%, YTD 9.24%, 1-year 25.59%, 3-year 19.59%, 5-year 12.44%, 10-year 10.29%.

COVUX returns trail the peer average of 11.12% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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