COSYX Mutual Fund

COSYX Mutual Fund

NAV$14.61
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Returns Overview

1 Month
-1.56%
3 Months
-1.56%
6 Months
-4.22%
YTD
+1.89%
1 Year
+1.75%
3 Years (annualized)
+14.16%
5 Years (annualized)
+6.25%
10 Years (annualized)
+5.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would COSYX 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)
+1.89%
Peer Avg (YTD)
+10.38%
vs Peers
-8.49%

COSYX Mutual Fund Performance

COSYX performance across multiple time periods: 1-month -1.56%, YTD 1.89%, 1-year 1.75%, 3-year 14.16%, 5-year 6.25%, 10-year 5.98%.

COSYX returns trail the peer average of 10.38% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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