COTFX Mutual Fund

COTFX Mutual Fund

NAV$9.53
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Returns Overview

1 Month
-1.76%
3 Months
-0.89%
6 Months
-1.04%
YTD
-0.43%
1 Year
+3.90%
3 Years (annualized)
+2.12%
5 Years (annualized)
+0.54%
10 Years (annualized)
+2.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would COTFX 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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-0.43%
Peer Avg (YTD)
+0.23%
vs Peers
-0.66%

COTFX Mutual Fund Performance

COTFX performance across multiple time periods: 1-month -1.76%, YTD -0.43%, 1-year 3.90%, 3-year 2.12%, 5-year 0.54%, 10-year 2.20%.

COTFX returns trail the peer average of 0.23% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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