COMSX Mutual Fund

COMSX Mutual Fund

NAV$30.08
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Returns Overview

1 Month
+2.26%
3 Months
+3.11%
6 Months
+23.47%
YTD
+7.30%
1 Year
+0.92%
3 Years (annualized)
+21.27%
5 Years (annualized)
+4.63%
10 Years (annualized)
+8.49%

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
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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)
+7.30%
Peer Avg (YTD)
+6.71%
vs Peers
+0.59%

COMSX Mutual Fund Performance

COMSX performance across multiple time periods: 1-month 2.26%, YTD 7.30%, 1-year 0.92%, 3-year 21.27%, 5-year 4.63%, 10-year 8.49%.

COMSX returns outperform the peer average of 6.71% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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