COSTX Mutual Fund

COSTX Mutual Fund

NAV$12.30
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Returns Overview

1 Month
-2.46%
3 Months
-2.31%
6 Months
-1.36%
YTD
+3.86%
1 Year
+9.29%
3 Years (annualized)
+19.36%
5 Years (annualized)
+7.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would COSTX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+3.86%
Peer Avg (YTD)
+8.05%
vs Peers
-4.19%

COSTX Mutual Fund Performance

COSTX performance across multiple time periods: 1-month -2.46%, YTD 3.86%, 1-year 9.29%, 3-year 19.36%, 5-year 7.93%.

COSTX returns trail the peer average of 8.05% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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