COIIX Mutual Fund

COIIX Mutual Fund

NAV$19.29
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Returns Overview

1 Month
-3.11%
3 Months
+3.09%
6 Months
+12.97%
YTD
+7.87%
1 Year
+7.29%
3 Years (annualized)
+10.38%
5 Years (annualized)
+0.40%
10 Years (annualized)
+7.16%

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
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)
+7.87%
Peer Avg (YTD)
+7.86%
vs Peers
+0.00%

COIIX Mutual Fund Performance

COIIX performance across multiple time periods: 1-month -3.11%, YTD 7.87%, 1-year 7.29%, 3-year 10.38%, 5-year 0.40%, 10-year 7.16%.

COIIX returns outperform the peer average of 7.86% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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