EXOSX Mutual Fund

EXOSX Mutual Fund

NAV$40.03
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Returns Overview

1 Month
+1.84%
3 Months
+5.12%
6 Months
+4.12%
YTD
+6.35%
1 Year
+12.61%
3 Years (annualized)
+9.59%
5 Years (annualized)
+2.58%
10 Years (annualized)
+7.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EXOSX 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 ACWI ex US Index
This Mutual Fund (YTD)
+6.35%
Peer Avg (YTD)
+6.23%
vs Peers
+0.12%

EXOSX Mutual Fund Performance

EXOSX performance across multiple time periods: 1-month 1.84%, YTD 6.35%, 1-year 12.61%, 3-year 9.59%, 5-year 2.58%, 10-year 7.67%.

EXOSX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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