COTYX Mutual Fund

COTYX Mutual Fund

NAV$9.60
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Returns Overview

1 Month
+3.26%
3 Months
-0.65%
6 Months
-1.40%
YTD
-0.93%
1 Year
-0.54%
3 Years (annualized)
+2.95%
5 Years (annualized)
+0.74%
10 Years (annualized)
+2.30%

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)
-0.93%
Peer Avg (YTD)
-0.87%
vs Peers
-0.07%

COTYX Mutual Fund Performance

COTYX performance across multiple time periods: 1-month 3.26%, YTD -0.93%, 1-year -0.54%, 3-year 2.95%, 5-year 0.74%, 10-year 2.30%.

COTYX returns trail the peer average of -0.87% 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.