COMIX Mutual Fund

NAV$82.40

Returns Overview

1 Month
-5.37%
3 Months
-1.26%
6 Months
+14.83%
YTD
+15.03%
1 Year
+19.22%
3 Years (annualized)
+9.48%
5 Years (annualized)
+8.99%
10 Years (annualized)
+7.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would COMIX 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
UBS Constant Maturity Commodity CMCITR Index(^USBCMCCMTRI)
This Mutual Fund (YTD)
+15.03%
Peer Avg (YTD)
+8.71%
vs Peers
+6.32%

COMIX Mutual Fund Performance

COMIX performance across multiple time periods: 1-month -5.37%, YTD 15.03%, 1-year 19.22%, 3-year 9.48%, 5-year 8.99%, 10-year 7.41%.

COMIX returns outperform the peer average of 8.71% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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