COSBX Mutual Fund

NAV$15.17

Returns Overview

1 Month
-2.99%
3 Months
+0.77%
6 Months
+4.25%
YTD
+3.30%
1 Year
+19.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would COSBX 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 Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+3.30%
Peer Avg (YTD)
+8.71%
vs Peers
-5.41%

COSBX Mutual Fund Performance

COSBX performance across multiple time periods: 1-month -2.99%, YTD 3.30%, 1-year 19.80%.

COSBX returns trail the peer average of 8.71% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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