COICX Mutual Fund

NAV$19.84

Returns Overview

1 Month
-2.72%
3 Months
+9.33%
6 Months
+4.43%
YTD
+4.14%
1 Year
+2.96%
3 Years (annualized)
+6.51%
5 Years (annualized)
-0.46%
10 Years (annualized)
+6.05%

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

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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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+4.14%
Peer Avg (YTD)
+9.16%
vs Peers
-5.03%

COICX Mutual Fund Performance

COICX performance across multiple time periods: 1-month -2.72%, YTD 4.14%, 1-year 2.96%, 3-year 6.51%, 5-year -0.46%, 10-year 6.05%.

COICX returns trail the peer average of 9.16% YTD. With an expense ratio of 2.07%, investors should weigh costs against performance when evaluating this mutual fund.

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