COIRX Mutual Fund

COIRX Mutual Fund

NAV$19.97
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Returns Overview

1 Month
+3.20%
3 Months
+3.31%
6 Months
+5.28%
YTD
+7.99%
1 Year
+11.11%
3 Years (annualized)
+7.65%
5 Years (annualized)
+0.44%
10 Years (annualized)
+7.05%

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
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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)
+7.99%
Peer Avg (YTD)
+8.67%
vs Peers
-0.68%

COIRX Mutual Fund Performance

COIRX performance across multiple time periods: 1-month 3.20%, YTD 7.99%, 1-year 11.11%, 3-year 7.65%, 5-year 0.44%, 10-year 7.05%.

COIRX returns trail the peer average of 8.67% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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