COTYX Mutual Fund

NAV$9.67

Returns Overview

1 Month
+0.69%
3 Months
+2.02%
6 Months
+1.38%
YTD
+1.38%
1 Year
+5.69%
3 Years (annualized)
+2.90%
5 Years (annualized)
+1.20%
10 Years (annualized)
+2.53%

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
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+1.38%
Peer Avg (YTD)
+1.79%
vs Peers
-0.41%

COTYX Mutual Fund Performance

COTYX performance across multiple time periods: 1-month 0.69%, YTD 1.38%, 1-year 5.69%, 3-year 2.90%, 5-year 1.20%, 10-year 2.53%.

COTYX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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