COLNX Mutual Fund

COLNX Mutual Fund

NAV$24.18
See how much of COLNX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.43%
3 Months
-6.92%
6 Months
-4.09%
YTD
-4.01%
1 Year
-2.72%
3 Years (annualized)
+3.85%
5 Years (annualized)
-0.47%
10 Years (annualized)
+1.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would COLNX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-4.01%
Peer Avg (YTD)
-3.84%
vs Peers
-0.17%

COLNX Mutual Fund Performance

COLNX performance across multiple time periods: 1-month -4.43%, YTD -4.01%, 1-year -2.72%, 3-year 3.85%, 5-year -0.47%, 10-year 1.31%.

COLNX returns trail the peer average of -3.84% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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