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AXS Market Neutral Inv (COGMX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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12.33+0.02 (+0.16%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.94%
5-Year Average Return3.93%
Number of Years Up7
Number of Years Down4
Best 1 Yr Total Return (May 9, 2024)10.96%
Worst 1 Yr Total Return (May 9, 2024)N/A
Best 3-Yr Total Return10.96%
Worst 3-Yr Total Return-0.61%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCOGMXCategory
YTD4.00%3.32%
1-Month-0.65%-0.91%
3-Month-0.08%-0.12%
1-Year3.13%1.15%
3-Year8.40%-0.31%
5-Year3.25%0.15%
10-Year3.78%0.11%
Last Bull Market1.43%1.54%
Last Bear Market5.39%-2.16%

Annual Total Return (%) History

Year
COGMXCategory
2024
N/AN/A
2023
-0.59%N/A
2022
10.25%N/A
2021
10.96%N/A
2020
-4.59%-5.26%
2019
-0.97%0.06%
2018
3.92%-0.26%
2017
4.96%3.40%
2016
-0.82%0.90%
2015
5.56%1.76%
2014
6.02%2.66%
2013
4.72%3.65%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.68%N/AN/AN/A
2023-2.76%0.60%2.57%-0.92%
20222.86%5.39%-2.39%4.19%
2021-0.31%3.39%-1.19%8.95%
2020-2.15%1.40%0.89%-4.69%
2019-0.68%-2.53%0.40%1.89%
20181.91%1.78%3.59%-3.28%
20170.42%-2.31%0.32%6.65%
20166.70%0.97%-4.98%-3.12%
20151.19%1.18%2.43%0.66%
2014-0.10%2.08%4.26%-0.28%
2013-2.50%3.79%-1.88%5.46%

Rank In Category (By Total Return)

YTD66
1-Month54
3-Month80
1-Year87
3-Year38
5-Year57

Load Adjusted Returns

1-Year3.13%
3-Year8.40%
5-Year3.25%
10-Year3.78%