COIDX Mutual Fund

COIDX Mutual Fund

NAV$8.31
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Returns Overview

1 Month
-8.06%
3 Months
-10.74%
6 Months
-20.74%
YTD
-12.47%
1 Year
-3.92%
3 Years (annualized)
-0.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would COIDX 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
ICE BofA SOFR Overnight Rate Index(^ICEBASOFRORI)
This Mutual Fund (YTD)
-12.47%
Peer Avg (YTD)
+20.35%
vs Peers
-32.83%

COIDX Mutual Fund Performance

COIDX performance across multiple time periods: 1-month -8.06%, YTD -12.47%, 1-year -3.92%, 3-year -0.01%.

COIDX returns trail the peer average of 20.35% YTD. With an expense ratio of 2.06%, investors should weigh costs against performance when evaluating this mutual fund.

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