COIDX Mutual Fund

COIDX Mutual Fund

NAV$9.22
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Returns Overview

1 Month
-5.39%
3 Months
-5.96%
6 Months
-10.57%
YTD
-4.81%
1 Year
+5.27%
3 Years (annualized)
+4.96%

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)
-4.81%
Peer Avg (YTD)
+22.38%
vs Peers
-27.19%

COIDX Mutual Fund Performance

COIDX performance across multiple time periods: 1-month -5.39%, YTD -4.81%, 1-year 5.27%, 3-year 4.96%.

COIDX returns trail the peer average of 22.38% 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.