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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
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
7.54%
5-year average return
12.36%
Number of years up
6
Number of years down
1
Best 1-yr total return (16 May 2024)
33.62%
Worst 1-yr total return (16 May 2024)
N/A
Best 3-yr total return
33.62%
Worst 3-yr total return
10.44%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
COGVX
Category
YTD
3.35%
4.44%
1-month
-4.12%
-4.04%
3-month
1.40%
4.09%
1-year
5.75%
14.37%
3-year
8.35%
6.04%
5-year
11.06%
9.20%
10-year
0.00%
8.57%
Last bull market
18.70%
22.97%
Last bear market
-6.39%
-11.27%
Annual total return (%) history
Year
COGVX
Category
2024
N/A
N/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 (%)
Year
Q1
Q2
Q3
Q4
2024
7.80%
N/A
N/A
N/A
2023
-1.64%
0.70%
-4.10%
9.12%
2022
0.77%
-6.39%
-6.92%
14.73%
2021
8.73%
7.52%
-2.36%
17.07%
2020
-29.35%
21.07%
13.11%
9.93%
2019
15.56%
4.08%
4.14%
4.78%
2018
-0.10%
3.22%
6.05%
-11.76%
2017
3.90%
1.31%
2.78%
7.44%
Rank in category (by total return)
YTD
71
1-month
52
3-month
92
1-year
94
3-year
13
5-year
21
Load adjusted returns
1-year
5.75%
3-year
8.35%
5-year
11.06%
10-year
N/A
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