COCRX Mutual Fund

COCRX Mutual Fund

NAV$29.03
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Returns Overview

1 Month
-5.14%
3 Months
+2.65%
6 Months
+10.55%
YTD
+16.98%
1 Year
+27.36%
3 Years (annualized)
+15.79%
5 Years (annualized)
+6.79%
10 Years (annualized)
+12.66%

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)
+16.98%
Peer Avg (YTD)
+13.29%
vs Peers
+3.69%

COCRX Mutual Fund Performance

COCRX performance across multiple time periods: 1-month -5.14%, YTD 16.98%, 1-year 27.36%, 3-year 15.79%, 5-year 6.79%, 10-year 12.66%.

COCRX returns outperform the peer average of 13.29% 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.