COIDX Mutual Fund

NAV$9.87

Returns Overview

1 Month
-4.53%
3 Months
-4.90%
6 Months
+1.23%
YTD
+1.23%
1 Year
+18.12%
3 Years (annualized)
+4.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would COIDX 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
ICE BofA SOFR Overnight Rate Index(^ICEBASOFRORI)
This Mutual Fund (YTD)
+1.23%
Peer Avg (YTD)
+8.71%
vs Peers
-7.49%

COIDX Mutual Fund Performance

COIDX performance across multiple time periods: 1-month -4.53%, YTD 1.23%, 1-year 18.12%, 3-year 4.81%.

COIDX returns trail the peer average of 8.71% YTD. With an expense ratio of 2.06%, investors should weigh costs against performance when evaluating this mutual fund.

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