COIIX Mutual Fund

COIIX Mutual Fund

NAV$19.92
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Returns Overview

1 Month
+1.40%
3 Months
+1.34%
6 Months
+4.64%
YTD
+9.38%
1 Year
+14.52%
3 Years (annualized)
+17.14%
5 Years (annualized)
+3.53%
10 Years (annualized)
+10.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would COIIX 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)
+9.38%
Peer Avg (YTD)
+7.47%
vs Peers
+1.90%

COIIX Mutual Fund Performance

COIIX performance across multiple time periods: 1-month 1.40%, YTD 9.38%, 1-year 14.52%, 3-year 17.14%, 5-year 3.53%, 10-year 10.73%.

COIIX returns outperform the peer average of 7.47% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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