COFYX Mutual Fund

NAV$45.25

Returns Overview

1 Month
-0.89%
3 Months
+15.22%
6 Months
+8.76%
YTD
+8.54%
1 Year
+20.20%
3 Years (annualized)
+19.00%
5 Years (annualized)
+12.22%
10 Years (annualized)
+15.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would COFYX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+8.54%
Peer Avg (YTD)
+9.51%
vs Peers
-0.97%

COFYX Mutual Fund Performance

COFYX performance across multiple time periods: 1-month -0.89%, YTD 8.54%, 1-year 20.20%, 3-year 19.00%, 5-year 12.22%, 10-year 15.13%.

COFYX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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