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COHOX: COHO RELATIVE VALUE EQUITY FUND ADVISOR CLASS SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 08/14/2013 |
| Last Dividend Date: | 11/24/2025 |
| 12-Mo. Yield | 41.01% |
| Expenses | 0.78% |
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Performance Analytics (As of 12/26/2025)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 08/14/2013 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 4.9 | 2.5 | 2.3 | 6.0 | 6.7 | 6.1 | -0.5 | 2.3 | -8.3 | 11.8 | 6.7 | 23.0 | -4.0 | 18.3 | 9.0 | -0.5 | 13.8 | 9.1 |
| Sharpe Ratio | NA | 0.15 | -0.07 | 0.0 | 0.28 | 0.36 | 0.24 | -0.41 | -0.11 | -0.5 | 0.84 | 0.21 | 1.89 | -0.36 | 2.52 | 0.75 | -0.04 | 1.34 | 2.78 |
| Draw Down(%) | NA | 9.4 | 14.1 | 21.4 | 31.3 | 31.3 | 9.4 | 7.8 | 14.1 | 15.0 | 11.6 | 31.3 | 6.3 | 17.1 | 3.6 | 7.9 | 11.5 | 6.5 | 4.1 |
| Standard Deviation(%) | NA | 13.5 | 11.8 | 14.2 | 15.8 | 15.2 | 13.5 | 10.1 | 11.5 | 19.8 | 14.0 | 30.9 | 11.4 | 15.0 | 7.0 | 11.8 | 14.4 | 10.3 | 9.2 |
| Treynor Ratio | NA | 0.04 | -0.02 | 0.0 | 0.06 | 0.07 | 0.07 | -0.09 | -0.02 | -0.14 | 0.16 | 0.08 | 0.26 | -0.07 | 0.21 | 0.1 | -0.01 | 0.16 | 0.31 |
| Alpha | NA | -0.01 | -0.04 | -0.03 | -0.02 | -0.01 | -0.02 | -0.05 | -0.06 | 0.02 | -0.03 | -0.03 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.01 |
| Beta | NA | 0.48 | 0.54 | 0.64 | 0.74 | 0.76 | 0.48 | 0.47 | 0.72 | 0.72 | 0.74 | 0.82 | 0.83 | 0.81 | 0.83 | 0.86 | 0.91 | 0.86 | 0.82 |
| RSquared | NA | 0.44 | 0.48 | 0.58 | 0.73 | 0.75 | 0.44 | 0.36 | 0.68 | 0.78 | 0.49 | 0.84 | 0.83 | 0.85 | 0.63 | 0.91 | 0.95 | 0.91 | 0.83 |
| Yield(%) | N/A | 41.0 | 18.2 | 11.6 | 10.1 | N/A | 41.6 | 12.2 | 10.4 | 1.2 | 1.6 | 1.5 | 7.5 | 7.0 | 4.3 | 2.1 | 2.7 | 1.6 | 0.4 |
| Dividend Growth(%) | N/A | 196.4 | 1167.7 | 201.7 | N/A | N/A | 196.4 | 8.0 | 658.3 | -11.2 | 9.1 | -77.0 | -4.8 | 81.9 | 130.0 | -26.9 | 95.7 | 309.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/14/2013
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