CONIX Mutual Fund

CONIX Mutual Fund

NAV$12.57
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Returns Overview

1 Month
-5.29%
3 Months
-0.62%
6 Months
+8.23%
YTD
+11.53%
1 Year
+19.58%
3 Years (annualized)
+10.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CONIX 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
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📉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
ICE Bank of America Merrill Lynch US Convertible Index(VXA0)
This Mutual Fund (YTD)
+11.53%
Peer Avg (YTD)
+13.29%
vs Peers
-1.76%

CONIX Mutual Fund Performance

CONIX performance across multiple time periods: 1-month -5.29%, YTD 11.53%, 1-year 19.58%, 3-year 10.44%.

CONIX returns trail the peer average of 13.29% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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