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AXS Alternative Value Institutional (COGVX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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12.66
+0.10
(+0.80%)
At close: 06:46PM EDT
Summary
Chart
Conversations
Historical Data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance Overview
Morningstar Return Rating
N/A1
Year-to-Date Return
5.28%
5-Year Average Return
12.08%
Number of Years Up
6
Number of Years Down
1
Best 1 Yr Total Return (May 7, 2024)
33.62%
Worst 1 Yr Total Return (May 7, 2024)
N/A
Best 3-Yr Total Return
33.62%
Worst 3-Yr Total Return
10.44%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
Return
COGVX
Category
YTD
3.35%
17.52%
1-Month
-4.12%
-0.87%
3-Month
1.40%
5.51%
1-Year
5.75%
42.88%
3-Year
8.35%
11.93%
5-Year
11.06%
12.07%
10-Year
0.00%
10.95%
Last Bull Market
18.70%
23.18%
Last Bear Market
-6.39%
-17.87%
Annual Total Return (%) History
Year
COGVX
Category
2024
N/A
N/A
2023
3.65%
N/A
2022
0.73%
N/A
2021
33.62%
N/A
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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