COTCX Mutual Fund

NAV$9.62

Returns Overview

1 Month
+0.65%
3 Months
+1.94%
6 Months
+1.25%
YTD
+1.25%
1 Year
+5.33%
3 Years (annualized)
+2.15%
5 Years (annualized)
+0.03%
10 Years (annualized)
+0.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would COTCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+1.25%
Peer Avg (YTD)
+1.79%
vs Peers
-0.54%

COTCX Mutual Fund Performance

COTCX performance across multiple time periods: 1-month 0.65%, YTD 1.25%, 1-year 5.33%, 3-year 2.15%, 5-year 0.03%, 10-year 0.97%.

COTCX returns trail the peer average of 1.79% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

COTCX performance comparison shows side-by-side returns with another fund. COTCX alternatives are available in the Mutual Fund Screener.