COEAX Mutual Fund

COEAX Mutual Fund

NAV$11.50
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Returns Overview

1 Month
-1.32%
3 Months
-0.59%
6 Months
-0.74%
YTD
+0.05%
1 Year
+3.74%
3 Years (annualized)
+2.37%
5 Years (annualized)
+0.22%
10 Years (annualized)
+1.24%

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)
+0.05%
Peer Avg (YTD)
+0.23%
vs Peers
-0.18%

COEAX Mutual Fund Performance

COEAX performance across multiple time periods: 1-month -1.32%, YTD 0.05%, 1-year 3.74%, 3-year 2.37%, 5-year 0.22%, 10-year 1.24%.

COEAX returns trail the peer average of 0.23% 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.