COLTX Mutual Fund

COLTX Mutual Fund

NAV$10.92
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Returns Overview

1 Month
-4.97%
3 Months
-7.29%
6 Months
-4.25%
YTD
-4.37%
1 Year
-3.08%
3 Years (annualized)
+3.75%
5 Years (annualized)
-0.05%
10 Years (annualized)
+1.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would COLTX 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)
-4.37%
Peer Avg (YTD)
-3.84%
vs Peers
-0.52%

COLTX Mutual Fund Performance

COLTX performance across multiple time periods: 1-month -4.97%, YTD -4.37%, 1-year -3.08%, 3-year 3.75%, 5-year -0.05%, 10-year 1.50%.

COLTX returns trail the peer average of -3.84% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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