COBYX Mutual Fund

NAV$18.30

Returns Overview

1 Month
+5.61%
3 Months
+12.68%
6 Months
+14.68%
YTD
+9.40%
1 Year
+16.81%
3 Years
+10.20%
5 Years
+10.98%
10 Years
+5.22%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would COBYX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI Net Total Return USD Index(.dMIWD00000NUS)
This Mutual Fund (YTD)
+9.40%
Peer Avg (YTD)
+13.43%
vs Peers
-4.04%

COBYX Mutual Fund Performance

COBYX performance across multiple time periods: 1-month 5.61%, YTD 9.40%, 1-year 16.81%, 3-year 10.20%, 5-year 10.98%, 10-year 5.22%.

COBYX returns trail the peer average of 13.43% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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