COBYX Mutual Fund

COBYX Mutual Fund

NAV$20.92
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Returns Overview

1 Month
+4.84%
6 Months
+4.56%
YTD
+12.30%
1 Year
+20.28%
3 Years (annualized)
+10.80%
5 Years (annualized)
+10.03%
10 Years (annualized)
+4.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would COBYX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+12.30%
Peer Avg (YTD)
+12.54%
vs Peers
-0.24%

COBYX Mutual Fund Performance

COBYX performance across multiple time periods: 1-month 4.84%, YTD 12.30%, 1-year 20.28%, 3-year 10.80%, 5-year 10.03%, 10-year 4.95%.

COBYX returns trail the peer average of 12.54% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

COBYX vs another fund shows side-by-side returns. COBYX alternatives are available in the Mutual Fund Screener.