EXOSX Mutual Fund

EXOSX Mutual Fund

NAV$39.17
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Returns Overview

1 Month
-4.03%
3 Months
-0.49%
6 Months
+8.07%
YTD
+2.93%
1 Year
+5.07%
3 Years (annualized)
+11.79%
5 Years (annualized)
+2.55%
10 Years (annualized)
+7.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EXOSX 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 ACWI ex US Index
This Mutual Fund (YTD)
+2.93%
Peer Avg (YTD)
+8.68%
vs Peers
-5.75%

EXOSX Mutual Fund Performance

EXOSX performance across multiple time periods: 1-month -4.03%, YTD 2.93%, 1-year 5.07%, 3-year 11.79%, 5-year 2.55%, 10-year 7.80%.

EXOSX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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