COEAX Mutual Fund

COEAX Mutual Fund

NAV$11.25
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Returns Overview

1 Month
-2.91%
3 Months
-4.41%
6 Months
-2.94%
YTD
-3.08%
1 Year
-1.61%
3 Years (annualized)
+2.59%
5 Years (annualized)
+0.18%
10 Years (annualized)
+1.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would COEAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg 3-15 year Blend Municipal Bond Index
This Mutual Fund (YTD)
-3.08%
Peer Avg (YTD)
-3.84%
vs Peers
+0.76%

COEAX Mutual Fund Performance

COEAX performance across multiple time periods: 1-month -2.91%, YTD -3.08%, 1-year -1.61%, 3-year 2.59%, 5-year 0.18%, 10-year 1.21%.

COEAX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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