COTAX Mutual Fund

COTAX Mutual Fund

NAV$9.26
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Returns Overview

1 Month
-3.70%
3 Months
-5.43%
6 Months
-3.56%
YTD
-4.19%
1 Year
-2.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would COTAX 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)
-4.19%
Peer Avg (YTD)
-3.84%
vs Peers
-0.35%

COTAX Mutual Fund Performance

COTAX performance across multiple time periods: 1-month -3.70%, YTD -4.19%, 1-year -2.77%.

COTAX returns trail the peer average of -3.84% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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