COSZX Mutual Fund

COSZX Mutual Fund

NAV$14.73
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Returns Overview

1 Month
-3.07%
3 Months
+5.03%
6 Months
+5.84%
YTD
+8.50%
1 Year
+15.76%
3 Years (annualized)
+22.27%
5 Years (annualized)
+13.11%
10 Years (annualized)
+11.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would COSZX 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 Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+8.50%
Peer Avg (YTD)
+9.89%
vs Peers
-1.40%

COSZX Mutual Fund Performance

COSZX performance across multiple time periods: 1-month -3.07%, YTD 8.50%, 1-year 15.76%, 3-year 22.27%, 5-year 13.11%, 10-year 11.09%.

COSZX returns trail the peer average of 9.89% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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