COSSX Mutual Fund

COSSX Mutual Fund

NAV$15.02
See how much of COSSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+5.07%
3 Months
+2.12%
6 Months
+2.66%
YTD
+9.58%
1 Year
+26.31%
3 Years (annualized)
+20.30%
5 Years (annualized)
+13.10%
10 Years (annualized)
+10.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would COSSX 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 Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+9.58%
Peer Avg (YTD)
+11.12%
vs Peers
-1.54%

COSSX Mutual Fund Performance

COSSX performance across multiple time periods: 1-month 5.07%, YTD 9.58%, 1-year 26.31%, 3-year 20.30%, 5-year 13.10%, 10-year 10.95%.

COSSX returns trail the peer average of 11.12% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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