COSZX Mutual Fund

COSZX Mutual Fund

NAV$15.06
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Returns Overview

1 Month
-3.00%
3 Months
+0.77%
6 Months
+4.24%
YTD
+3.30%
1 Year
+19.80%
3 Years (annualized)
+19.80%
5 Years (annualized)
+12.01%
10 Years (annualized)
+10.73%

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)
+3.30%
Peer Avg (YTD)
+8.71%
vs Peers
-5.42%

COSZX Mutual Fund Performance

COSZX performance across multiple time periods: 1-month -3.00%, YTD 3.30%, 1-year 19.80%, 3-year 19.80%, 5-year 12.01%, 10-year 10.73%.

COSZX returns trail the peer average of 8.71% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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