COSTX Mutual Fund

COSTX Mutual Fund

NAV$13.15
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Returns Overview

1 Month
+2.20%
3 Months
+0.97%
6 Months
+1.35%
YTD
+7.50%
1 Year
+21.16%
3 Years (annualized)
+16.91%
5 Years (annualized)
+8.69%

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
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 Index(MEAFE)
This Mutual Fund (YTD)
+7.50%
Peer Avg (YTD)
+9.42%
vs Peers
-1.92%

COSTX Mutual Fund Performance

COSTX performance across multiple time periods: 1-month 2.20%, YTD 7.50%, 1-year 21.16%, 3-year 16.91%, 5-year 8.69%.

COSTX returns trail the peer average of 9.42% 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.