COFRX Mutual Fund

COFRX Mutual Fund

NAV$44.09
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Returns Overview

1 Month
-1.12%
3 Months
+1.05%
6 Months
+6.73%
YTD
+10.70%
1 Year
+10.80%
3 Years (annualized)
+22.59%
5 Years (annualized)
+12.23%
10 Years (annualized)
+14.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would COFRX 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
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🏦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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+10.70%
Peer Avg (YTD)
+10.80%
vs Peers
-0.10%

COFRX Mutual Fund Performance

COFRX performance across multiple time periods: 1-month -1.12%, YTD 10.70%, 1-year 10.80%, 3-year 22.59%, 5-year 12.23%, 10-year 14.98%.

COFRX returns trail the peer average of 10.80% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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