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AXS Alternative Value Institutional (COGVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.83+0.02 (+0.16%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.54%
5-year average return12.36%
Number of years up6
Number of years down1
Best 1-yr total return (16 May 2024)33.62%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return33.62%
Worst 3-yr total return10.44%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCOGVXCategory
YTD3.35%4.44%
1-month-4.12%-4.04%
3-month1.40%4.09%
1-year5.75%14.37%
3-year8.35%6.04%
5-year11.06%9.20%
10-year0.00%8.57%
Last bull market18.70%22.97%
Last bear market-6.39%-11.27%

Annual total return (%) history

Year
COGVXCategory
2024
N/AN/A
2023
3.65%11.63%
2022
0.73%-5.90%
2021
33.62%26.22%
2020
6.36%2.91%
2019
31.25%25.04%
2018
-3.50%-8.53%
2017
16.24%15.94%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.80%N/AN/AN/A
2023-1.64%0.70%-4.10%9.12%
20220.77%-6.39%-6.92%14.73%
20218.73%7.52%-2.36%17.07%
2020-29.35%21.07%13.11%9.93%
201915.56%4.08%4.14%4.78%
2018-0.10%3.22%6.05%-11.76%
20173.90%1.31%2.78%7.44%

Rank in category (by total return)

YTD71
1-month52
3-month92
1-year94
3-year13
5-year21

Load adjusted returns

1-year5.75%
3-year8.35%
5-year11.06%
10-yearN/A