COSIX Mutual Fund

COSIX Mutual Fund

NAV$21.73
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Returns Overview

1 Month
-0.85%
3 Months
-0.02%
6 Months
+0.58%
YTD
+0.86%
1 Year
+3.24%
3 Years (annualized)
+5.69%
5 Years (annualized)
+1.74%
10 Years (annualized)
+3.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would COSIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA US Cash Pay High Yield Constrained Index
This Mutual Fund (YTD)
+0.86%
Peer Avg (YTD)
+0.12%
vs Peers
+0.74%

COSIX Mutual Fund Performance

COSIX performance across multiple time periods: 1-month -0.85%, YTD 0.86%, 1-year 3.24%, 3-year 5.69%, 5-year 1.74%, 10-year 3.38%.

COSIX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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