ROSOX Mutual Fund

NAV$10.27

Returns Overview

1 Month
+0.10%
3 Months
-0.39%
6 Months
-3.68%
YTD
-2.60%
1 Year
-2.95%
3 Years (annualized)
-8.66%
5 Years (annualized)
-0.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ROSOX 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
PROUpgrade to run

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)
-2.60%
Peer Avg (YTD)
+15.00%
vs Peers
-17.60%

ROSOX Mutual Fund Performance

ROSOX performance across multiple time periods: 1-month 0.10%, YTD -2.60%, 1-year -2.95%, 3-year -8.66%, 5-year -0.21%.

ROSOX returns trail the peer average of 15.00% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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