COEAX Mutual Fund

COEAX Mutual Fund

NAV$11.57
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Returns Overview

1 Month
+2.69%
3 Months
-0.53%
6 Months
-1.12%
YTD
-0.47%
1 Year
+0.07%
3 Years (annualized)
+3.37%
5 Years (annualized)
+0.33%
10 Years (annualized)
+1.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would COEAX 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
Bloomberg 3-15 year Blend Municipal Bond Index
This Mutual Fund (YTD)
-0.47%
Peer Avg (YTD)
-0.87%
vs Peers
+0.39%

COEAX Mutual Fund Performance

COEAX performance across multiple time periods: 1-month 2.69%, YTD -0.47%, 1-year 0.07%, 3-year 3.37%, 5-year 0.33%, 10-year 1.29%.

COEAX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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