COSZX Mutual Fund

COSZX Mutual Fund

NAV$15.20
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Returns Overview

1 Month
+5.10%
3 Months
+2.15%
6 Months
+2.63%
YTD
+8.57%
1 Year
+26.29%
3 Years (annualized)
+20.22%
5 Years (annualized)
+13.01%
10 Years (annualized)
+10.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would COSZX 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)
+8.57%
Peer Avg (YTD)
+11.12%
vs Peers
-2.55%

COSZX Mutual Fund Performance

COSZX performance across multiple time periods: 1-month 5.10%, YTD 8.57%, 1-year 26.29%, 3-year 20.22%, 5-year 13.01%, 10-year 10.85%.

COSZX returns trail the peer average of 11.12% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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