COFRX Mutual Fund

NAV$45.58

Returns Overview

1 Month
-0.89%
3 Months
+15.18%
6 Months
+8.72%
YTD
+8.53%
1 Year
+20.14%
3 Years (annualized)
+18.94%
5 Years (annualized)
+12.16%
10 Years (annualized)
+15.08%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+8.53%
Peer Avg (YTD)
+9.51%
vs Peers
-0.98%

COFRX Mutual Fund Performance

COFRX performance across multiple time periods: 1-month -0.89%, YTD 8.53%, 1-year 20.14%, 3-year 18.94%, 5-year 12.16%, 10-year 15.08%.

COFRX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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