COCRX Mutual Fund

NAV$29.78

Returns Overview

1 Month
+1.50%
3 Months
+19.99%
6 Months
+23.32%
YTD
+21.31%
1 Year
+38.35%
3 Years (annualized)
+18.74%
5 Years (annualized)
+7.65%
10 Years (annualized)
+13.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would COCRX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
ICE BofA US Convertible Index(^IBAUBSCI)
This Mutual Fund (YTD)
+21.31%
Peer Avg (YTD)
+18.00%
vs Peers
+3.31%

COCRX Mutual Fund Performance

COCRX performance across multiple time periods: 1-month 1.50%, YTD 21.31%, 1-year 38.35%, 3-year 18.74%, 5-year 7.65%, 10-year 13.75%.

COCRX returns outperform the peer average of 18.00% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

COCRX performance comparison shows side-by-side returns with another fund. COCRX alternatives are available in the Mutual Fund Screener.