COVUX Mutual Fund

NAV$14.45

Returns Overview

1 Month
-3.05%
3 Months
+0.64%
6 Months
+4.02%
YTD
+3.05%
1 Year
+19.22%
3 Years (annualized)
+19.22%
5 Years (annualized)
+11.46%
10 Years (annualized)
+10.79%

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
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
Msci Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+3.05%
Peer Avg (YTD)
+8.71%
vs Peers
-5.67%

COVUX Mutual Fund Performance

COVUX performance across multiple time periods: 1-month -3.05%, YTD 3.05%, 1-year 19.22%, 3-year 19.22%, 5-year 11.46%, 10-year 10.79%.

COVUX returns trail the peer average of 8.71% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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