COMAX Mutual Fund

COMAX Mutual Fund

NAV$30.17
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Returns Overview

1 Month
+5.75%
3 Months
-2.86%
6 Months
+14.92%
YTD
+4.72%
1 Year
+2.24%
3 Years (annualized)
+20.94%
5 Years (annualized)
+9.14%
10 Years (annualized)
+29.67%

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
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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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+4.72%
Peer Avg (YTD)
+7.49%
vs Peers
-2.77%

COMAX Mutual Fund Performance

COMAX performance across multiple time periods: 1-month 5.75%, YTD 4.72%, 1-year 2.24%, 3-year 20.94%, 5-year 9.14%, 10-year 29.67%.

COMAX returns trail the peer average of 7.49% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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