COSTX Mutual Fund

NAV$12.41

Returns Overview

1 Month
+0.89%
3 Months
-6.20%
6 Months
-8.48%
YTD
-1.90%
1 Year
+12.00%
3 Years (annualized)
+15.57%
5 Years (annualized)
+7.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would COSTX 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%

COSTX Mutual Fund Performance

COSTX performance across multiple time periods: 1-month 0.89%, YTD -1.90%, 1-year 12.00%, 3-year 15.57%, 5-year 7.67%.

COSTX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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