COSYX Mutual Fund

COSYX Mutual Fund

NAV$15.21
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Returns Overview

1 Month
+5.06%
3 Months
+2.12%
6 Months
+2.66%
YTD
+8.64%
1 Year
+26.31%
3 Years (annualized)
+20.32%
5 Years (annualized)
+13.40%
10 Years (annualized)
+10.54%

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
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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 Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+8.64%
Peer Avg (YTD)
+11.12%
vs Peers
-2.48%

COSYX Mutual Fund Performance

COSYX performance across multiple time periods: 1-month 5.06%, YTD 8.64%, 1-year 26.31%, 3-year 20.32%, 5-year 13.40%, 10-year 10.54%.

COSYX returns trail the peer average of 11.12% 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.