COIRX Mutual Fund

NAV$19.97

Returns Overview

1 Month
-2.65%
3 Months
+9.60%
6 Months
+4.93%
YTD
+4.64%
1 Year
+4.03%
3 Years (annualized)
+7.67%
5 Years (annualized)
+0.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would COIRX 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)
+4.64%
Peer Avg (YTD)
+9.16%
vs Peers
-4.53%

COIRX Mutual Fund Performance

COIRX performance across multiple time periods: 1-month -2.65%, YTD 4.64%, 1-year 4.03%, 3-year 7.67%, 5-year 0.62%.

COIRX returns trail the peer average of 9.16% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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