COLCX Mutual Fund

COLCX Mutual Fund

NAV$10.92
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Returns Overview

1 Month
-5.11%
3 Months
-7.52%
6 Months
-4.63%
YTD
-4.88%
1 Year
-3.75%
3 Years (annualized)
+3.17%
5 Years (annualized)
-0.63%
10 Years (annualized)
+0.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would COLCX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-4.88%
Peer Avg (YTD)
-3.84%
vs Peers
-1.04%

COLCX Mutual Fund Performance

COLCX performance across multiple time periods: 1-month -5.11%, YTD -4.88%, 1-year -3.75%, 3-year 3.17%, 5-year -0.63%, 10-year 0.89%.

COLCX returns trail the peer average of -3.84% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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