ROSIX Mutual Fund

ROSIX Mutual Fund

NAV$10.26
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Returns Overview

1 Month
+0.10%
3 Months
-0.39%
6 Months
-3.67%
YTD
-2.59%
1 Year
-2.76%
3 Years (annualized)
-9.09%
5 Years (annualized)
-0.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ROSIX 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)
-2.59%
Peer Avg (YTD)
+15.00%
vs Peers
-17.59%

ROSIX Mutual Fund Performance

ROSIX performance across multiple time periods: 1-month 0.10%, YTD -2.59%, 1-year -2.76%, 3-year -9.09%, 5-year -0.38%.

ROSIX returns trail the peer average of 15.00% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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