CZOVX Mutual Fund

CZOVX Mutual Fund

NAV$33.80
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Returns Overview

1 Month
+1.03%
3 Months
+16.36%
6 Months
+13.01%
YTD
+12.51%
1 Year
+23.03%
3 Years (annualized)
+11.43%
5 Years (annualized)
+7.56%
10 Years (annualized)
+11.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CZOVX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+12.51%
Peer Avg (YTD)
+9.51%
vs Peers
+3.00%

CZOVX Mutual Fund Performance

CZOVX performance across multiple time periods: 1-month 1.03%, YTD 12.51%, 1-year 23.03%, 3-year 11.43%, 5-year 7.56%, 10-year 11.69%.

CZOVX returns outperform the peer average of 9.51% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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