COSAX Mutual Fund

COSAX Mutual Fund

NAV$11.95
See how much of COSAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.48%
3 Months
-2.48%
6 Months
-1.58%
YTD
+3.57%
1 Year
+8.91%
3 Years (annualized)
+18.98%
5 Years (annualized)
+7.58%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+3.57%
Peer Avg (YTD)
+8.05%
vs Peers
-4.48%

COSAX Mutual Fund Performance

COSAX performance across multiple time periods: 1-month -2.48%, YTD 3.57%, 1-year 8.91%, 3-year 18.98%, 5-year 7.58%.

COSAX returns trail the peer average of 8.05% 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.