COBYX Mutual Fund

NAV$19.35

Returns Overview

1 Month
-1.63%
3 Months
+2.65%
6 Months
+5.91%
YTD
+10.19%
1 Year
+16.05%
3 Years (annualized)
+8.19%
5 Years (annualized)
+8.78%
10 Years (annualized)
+4.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

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 Index(MSEUACWF)
This Mutual Fund (YTD)
+10.19%
Peer Avg (YTD)
+7.61%
vs Peers
+2.59%

COBYX Mutual Fund Performance

COBYX performance across multiple time periods: 1-month -1.63%, YTD 10.19%, 1-year 16.05%, 3-year 8.19%, 5-year 8.78%, 10-year 4.82%.

COBYX returns outperform the peer average of 7.61% 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.