COSAX Mutual Fund

NAV$12.89

Returns Overview

1 Month
-7.34%
3 Months
-0.72%
6 Months
+0.39%
YTD
-0.72%
1 Year
+11.62%
3 Years (annualized)
+15.21%
5 Years (annualized)
+7.32%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
-0.72%
Peer Avg (YTD)
+9.13%
vs Peers
-9.86%

COSAX Mutual Fund Performance

COSAX performance across multiple time periods: 1-month -7.34%, YTD -0.72%, 1-year 11.62%, 3-year 15.21%, 5-year 7.32%.

COSAX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

COSAX performance comparison shows side-by-side returns with another fund. COSAX alternatives are available in the Mutual Fund Screener.