COSTX Mutual Fund

COSTX Mutual Fund

NAV$12.52
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Returns Overview

1 Month
-3.08%
3 Months
+2.36%
6 Months
+6.40%
YTD
+6.48%
1 Year
+12.64%
3 Years (annualized)
+18.97%
5 Years (annualized)
+8.77%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+6.48%
Peer Avg (YTD)
+9.29%
vs Peers
-2.81%

COSTX Mutual Fund Performance

COSTX performance across multiple time periods: 1-month -3.08%, YTD 6.48%, 1-year 12.64%, 3-year 18.97%, 5-year 8.77%.

COSTX returns trail the peer average of 9.29% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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