COHIX Mutual Fund

Returns Overview

3 Months
+6.85%
6 Months
+9.13%
YTD
+24.92%
1 Year
+24.92%
3 Years (annualized)
+12.55%
5 Years (annualized)
+9.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would COHIX 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
S&P 500 Index(SPX)

COHIX Mutual Fund Performance

COHIX performance across multiple time periods: YTD 24.92%, 1-year 24.92%, 3-year 12.55%, 5-year 9.27%.

COHIX returns can be compared against peers and benchmarks. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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