COSAX Mutual Fund

COSAX Mutual Fund

NAV$12.92
See how much of COSAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.21%
3 Months
+0.92%
6 Months
-3.29%
YTD
+7.40%
1 Year
+20.89%
3 Years (annualized)
+16.60%
5 Years (annualized)
+8.36%

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)
+7.40%
Peer Avg (YTD)
+9.42%
vs Peers
-2.02%

COSAX Mutual Fund Performance

COSAX performance across multiple time periods: 1-month 2.21%, YTD 7.40%, 1-year 20.89%, 3-year 16.60%, 5-year 8.36%.

COSAX returns trail the peer average of 9.42% 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.