COMAX Mutual Fund

NAV$29.13

Returns Overview

1 Month
-3.60%
3 Months
+19.66%
6 Months
+3.29%
YTD
+3.92%
1 Year
+5.57%
3 Years (annualized)
+21.46%
5 Years (annualized)
+5.77%
10 Years (annualized)
+9.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would COMAX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+3.92%
Peer Avg (YTD)
+6.08%
vs Peers
-2.16%

COMAX Mutual Fund Performance

COMAX performance across multiple time periods: 1-month -3.60%, YTD 3.92%, 1-year 5.57%, 3-year 21.46%, 5-year 5.77%, 10-year 9.03%.

COMAX returns trail the peer average of 6.08% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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