COICX Mutual Fund

COICX Mutual Fund

NAV$19.11
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Returns Overview

1 Month
-3.18%
3 Months
+2.84%
6 Months
+12.44%
YTD
+7.10%
1 Year
+6.23%
3 Years (annualized)
+9.29%
5 Years (annualized)
-0.60%
10 Years (annualized)
+6.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would COICX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+7.10%
Peer Avg (YTD)
+7.86%
vs Peers
-0.76%

COICX Mutual Fund Performance

COICX performance across multiple time periods: 1-month -3.18%, YTD 7.10%, 1-year 6.23%, 3-year 9.29%, 5-year -0.60%, 10-year 6.08%.

COICX returns trail the peer average of 7.86% YTD. With an expense ratio of 2.07%, investors should weigh costs against performance when evaluating this mutual fund.

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