COIIX Mutual Fund

NAV$18.91

Returns Overview

1 Month
+1.94%
3 Months
+2.27%
6 Months
+1.78%
YTD
+5.52%
1 Year
+4.02%
3 Years (annualized)
+7.58%
5 Years (annualized)
+0.54%
10 Years (annualized)
+7.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would COIIX 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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
+5.52%
Peer Avg (YTD)
+9.16%
vs Peers
-3.64%

COIIX Mutual Fund Performance

COIIX performance across multiple time periods: 1-month 1.94%, YTD 5.52%, 1-year 4.02%, 3-year 7.58%, 5-year 0.54%, 10-year 7.14%.

COIIX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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