COTDX Mutual Fund

COTDX Mutual Fund

NAV$18.00
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Returns Overview

1 Month
+1.27%
3 Months
+0.39%
6 Months
+2.62%
YTD
+3.72%
1 Year
+7.04%
3 Years (annualized)
+9.82%
5 Years (annualized)
+4.23%
10 Years (annualized)
+7.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would COTDX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.72%
Peer Avg (YTD)
+6.69%
vs Peers
-2.97%

COTDX Mutual Fund Performance

COTDX performance across multiple time periods: 1-month 1.27%, YTD 3.72%, 1-year 7.04%, 3-year 9.82%, 5-year 4.23%, 10-year 7.55%.

COTDX returns trail the peer average of 6.69% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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