COTYX Mutual Fund

COTYX Mutual Fund

NAV$9.54
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Returns Overview

1 Month
-1.64%
3 Months
-0.76%
6 Months
-1.00%
YTD
-0.29%
1 Year
+4.08%
3 Years (annualized)
+2.23%
5 Years (annualized)
+0.72%
10 Years (annualized)
+2.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would COTYX 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)
-0.29%
Peer Avg (YTD)
+0.23%
vs Peers
-0.52%

COTYX Mutual Fund Performance

COTYX performance across multiple time periods: 1-month -1.64%, YTD -0.29%, 1-year 4.08%, 3-year 2.23%, 5-year 0.72%, 10-year 2.34%.

COTYX returns trail the peer average of 0.23% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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