COMSX Mutual Fund

NAV$30.35

Returns Overview

1 Month
-3.58%
3 Months
+19.75%
6 Months
+3.44%
YTD
+4.07%
1 Year
+5.88%
3 Years (annualized)
+21.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would COMSX 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)
+4.07%
Peer Avg (YTD)
+6.08%
vs Peers
-2.01%

COMSX Mutual Fund Performance

COMSX performance across multiple time periods: 1-month -3.58%, YTD 4.07%, 1-year 5.88%, 3-year 21.80%.

COMSX returns trail the peer average of 6.08% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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