COICX Mutual Fund

COICX Mutual Fund

NAV$19.72
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Returns Overview

1 Month
+1.25%
3 Months
+1.04%
6 Months
+4.08%
YTD
+8.44%
1 Year
+9.58%
3 Years (annualized)
+12.83%
5 Years (annualized)
-0.71%
10 Years (annualized)
+5.91%

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
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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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+8.44%
Peer Avg (YTD)
+7.47%
vs Peers
+0.97%

COICX Mutual Fund Performance

COICX performance across multiple time periods: 1-month 1.25%, YTD 8.44%, 1-year 9.58%, 3-year 12.83%, 5-year -0.71%, 10-year 5.91%.

COICX returns outperform the peer average of 7.47% 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.