COSIX Mutual Fund

COSIX Mutual Fund

NAV$21.01
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Returns Overview

1 Month
+0.58%
3 Months
+0.05%
6 Months
-0.02%
YTD
+1.44%
1 Year
+2.62%
3 Years (annualized)
+6.08%
5 Years (annualized)
+1.84%
10 Years (annualized)
+3.32%

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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦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)
+1.44%
Peer Avg (YTD)
+2.15%
vs Peers
-0.71%

COSIX Mutual Fund Performance

COSIX performance across multiple time periods: 1-month 0.58%, YTD 1.44%, 1-year 2.62%, 3-year 6.08%, 5-year 1.84%, 10-year 3.32%.

COSIX returns trail the peer average of 2.15% 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.