EXOSX Mutual Fund

NAV$39.87

Returns Overview

1 Month
+2.67%
3 Months
+8.60%
6 Months
+4.42%
YTD
+3.44%
1 Year
+6.55%
3 Years (annualized)
+9.68%
5 Years (annualized)
+2.24%
10 Years (annualized)
+7.78%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+3.44%
Peer Avg (YTD)
+8.97%
vs Peers
-5.53%

EXOSX Mutual Fund Performance

EXOSX performance across multiple time periods: 1-month 2.67%, YTD 3.44%, 1-year 6.55%, 3-year 9.68%, 5-year 2.24%, 10-year 7.78%.

EXOSX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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