COFRX Mutual Fund

COFRX Mutual Fund

NAV$44.27
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Returns Overview

1 Month
+0.94%
3 Months
+5.62%
6 Months
+9.17%
YTD
+9.55%
1 Year
+17.02%
3 Years (annualized)
+18.98%
5 Years (annualized)
+12.52%
10 Years (annualized)
+14.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would COFRX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+9.55%
Peer Avg (YTD)
+9.41%
vs Peers
+0.14%

COFRX Mutual Fund Performance

COFRX performance across multiple time periods: 1-month 0.94%, YTD 9.55%, 1-year 17.02%, 3-year 18.98%, 5-year 12.52%, 10-year 14.69%.

COFRX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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