COBYX Mutual Fund

NAV$19.17

Returns Overview

1 Month
+3.50%
3 Months
+1.61%
6 Months
+14.50%
YTD
+11.16%
1 Year
+14.43%
3 Years
+9.90%
5 Years
+8.46%
10 Years
+5.01%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would COBYX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+11.16%
Peer Avg (YTD)
+6.55%
vs Peers
+4.61%

COBYX Mutual Fund Performance

COBYX performance across multiple time periods: 1-month 3.50%, YTD 11.16%, 1-year 14.43%, 3-year 9.90%, 5-year 8.46%, 10-year 5.01%.

COBYX returns outperform the peer average of 6.55% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

COBYX performance comparison shows side-by-side returns with another fund. COBYX alternatives are available in the Mutual Fund Screener.