COICX Mutual Fund

COICX Mutual Fund

NAV$19.79
See how much of COICX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.06%
3 Months
+3.00%
6 Months
+4.69%
YTD
+7.32%
1 Year
+9.91%
3 Years (annualized)
+6.50%
5 Years (annualized)
-0.64%
10 Years (annualized)
+5.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would COICX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+7.32%
Peer Avg (YTD)
+8.67%
vs Peers
-1.35%

COICX Mutual Fund Performance

COICX performance across multiple time periods: 1-month 3.06%, YTD 7.32%, 1-year 9.91%, 3-year 6.50%, 5-year -0.64%, 10-year 5.89%.

COICX returns trail the peer average of 8.67% YTD. With an expense ratio of 2.07%, investors should weigh costs against performance when evaluating this mutual fund.

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