CZOVX Mutual Fund

CZOVX Mutual Fund

NAV$33.27
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Returns Overview

1 Month
-1.98%
3 Months
+3.62%
6 Months
+8.34%
YTD
+10.28%
1 Year
+17.87%
3 Years (annualized)
+18.43%
5 Years (annualized)
+11.92%
10 Years (annualized)
+13.76%

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)
+10.28%
Peer Avg (YTD)
+9.41%
vs Peers
+0.87%

CZOVX Mutual Fund Performance

CZOVX performance across multiple time periods: 1-month -1.98%, YTD 10.28%, 1-year 17.87%, 3-year 18.43%, 5-year 11.92%, 10-year 13.76%.

CZOVX returns outperform the peer average of 9.41% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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