COFYX Mutual Fund

COFYX Mutual Fund

NAV$45.63
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Returns Overview

1 Month
+2.35%
3 Months
+2.42%
6 Months
+13.61%
YTD
+12.16%
1 Year
+18.76%
3 Years (annualized)
+20.50%
5 Years (annualized)
+12.56%
10 Years (annualized)
+14.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would COFYX 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)
+12.16%
Peer Avg (YTD)
+11.21%
vs Peers
+0.95%

COFYX Mutual Fund Performance

COFYX performance across multiple time periods: 1-month 2.35%, YTD 12.16%, 1-year 18.76%, 3-year 20.50%, 5-year 12.56%, 10-year 14.98%.

COFYX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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