COSYX Mutual Fund

COSYX Mutual Fund

NAV$14.66
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Returns Overview

1 Month
-3.02%
3 Months
+5.06%
6 Months
+0.96%
YTD
+3.51%
1 Year
+2.22%
3 Years (annualized)
+14.13%
5 Years (annualized)
+7.17%
10 Years (annualized)
+6.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would COSYX 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
PROUpgrade to run
📉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 Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+3.51%
Peer Avg (YTD)
+9.89%
vs Peers
-6.38%

COSYX Mutual Fund Performance

COSYX performance across multiple time periods: 1-month -3.02%, YTD 3.51%, 1-year 2.22%, 3-year 14.13%, 5-year 7.17%, 10-year 6.53%.

COSYX returns trail the peer average of 9.89% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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