COSAX Mutual Fund

COSAX Mutual Fund

NAV$12.45
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Returns Overview

1 Month
-3.17%
3 Months
+2.21%
6 Months
+6.21%
YTD
+6.21%
1 Year
+12.27%
3 Years (annualized)
+18.62%
5 Years (annualized)
+8.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would COSAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+6.21%
Peer Avg (YTD)
+9.29%
vs Peers
-3.09%

COSAX Mutual Fund Performance

COSAX performance across multiple time periods: 1-month -3.17%, YTD 6.21%, 1-year 12.27%, 3-year 18.62%, 5-year 8.42%.

COSAX returns trail the peer average of 9.29% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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