COLTX Mutual Fund

COLTX Mutual Fund

NAV$11.36
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Returns Overview

1 Month
+3.40%
3 Months
-2.08%
6 Months
-2.51%
YTD
-1.11%
1 Year
-1.19%
3 Years (annualized)
+5.34%
5 Years (annualized)
-0.10%
10 Years (annualized)
+1.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would COLTX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-1.11%
Peer Avg (YTD)
-0.87%
vs Peers
-0.25%

COLTX Mutual Fund Performance

COLTX performance across multiple time periods: 1-month 3.40%, YTD -1.11%, 1-year -1.19%, 3-year 5.34%, 5-year -0.10%, 10-year 1.32%.

COLTX returns trail the peer average of -0.87% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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