COIYX Mutual Fund

COIYX Mutual Fund

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Returns Overview

1 Month
+0.10%
3 Months
+0.61%
6 Months
+1.51%
YTD
+2.73%
1 Year
+3.28%
3 Years (annualized)
+4.35%
5 Years (annualized)
+3.71%
10 Years (annualized)
+2.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would COIYX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA US 3-Month Treasury Bill Index(^ICEBOFAUS3MTBI)
This Mutual Fund (YTD)
+2.73%
Peer Avg (YTD)
+1.93%
vs Peers
+0.81%

COIYX Mutual Fund Performance

COIYX performance across multiple time periods: 1-month 0.10%, YTD 2.73%, 1-year 3.28%, 3-year 4.35%, 5-year 3.71%, 10-year 2.45%.

COIYX returns outperform the peer average of 1.93% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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