COSSX Mutual Fund

COSSX Mutual Fund

NAV$14.58
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Returns Overview

1 Month
-1.56%
3 Months
-1.56%
6 Months
+0.52%
YTD
+6.88%
1 Year
+15.43%
3 Years (annualized)
+22.35%
5 Years (annualized)
+12.49%
10 Years (annualized)
+10.73%

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
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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
Msci Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+6.88%
Peer Avg (YTD)
+10.38%
vs Peers
-3.51%

COSSX Mutual Fund Performance

COSSX performance across multiple time periods: 1-month -1.56%, YTD 6.88%, 1-year 15.43%, 3-year 22.35%, 5-year 12.49%, 10-year 10.73%.

COSSX returns trail the peer average of 10.38% 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.