COSOX Mutual Fund

NAV$12.42

Returns Overview

1 Month
+0.98%
3 Months
-6.12%
6 Months
-8.41%
YTD
-1.90%
1 Year
+12.06%
3 Years (annualized)
+15.63%
5 Years (annualized)
+7.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would COSOX 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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
-1.90%
Peer Avg (YTD)
+9.13%
vs Peers
-11.03%

COSOX Mutual Fund Performance

COSOX performance across multiple time periods: 1-month 0.98%, YTD -1.90%, 1-year 12.06%, 3-year 15.63%, 5-year 7.73%.

COSOX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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