COCRX Mutual Fund

COCRX Mutual Fund

NAV$28.97
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Returns Overview

1 Month
+0.61%
3 Months
-3.13%
6 Months
+10.03%
YTD
+17.69%
1 Year
+25.89%
3 Years (annualized)
+17.21%
5 Years (annualized)
+6.56%
10 Years (annualized)
+11.44%

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
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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
ICE BofA US Convertible Index(^IBAUBSCI)
This Mutual Fund (YTD)
+17.69%
Peer Avg (YTD)
+12.29%
vs Peers
+5.40%

COCRX Mutual Fund Performance

COCRX performance across multiple time periods: 1-month 0.61%, YTD 17.69%, 1-year 25.89%, 3-year 17.21%, 5-year 6.56%, 10-year 11.44%.

COCRX returns outperform the peer average of 12.29% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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