COSYX Mutual Fund

COSYX Mutual Fund

NAV$15.10
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Returns Overview

1 Month
-2.99%
3 Months
+0.86%
6 Months
+4.29%
YTD
+3.41%
1 Year
+19.96%
3 Years (annualized)
+19.95%
5 Years (annualized)
+12.15%
10 Years (annualized)
+10.48%

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)
+3.41%
Peer Avg (YTD)
+8.71%
vs Peers
-5.30%

COSYX Mutual Fund Performance

COSYX performance across multiple time periods: 1-month -2.99%, YTD 3.41%, 1-year 19.96%, 3-year 19.95%, 5-year 12.15%, 10-year 10.48%.

COSYX returns trail the peer average of 8.71% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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