COMZX Mutual Fund

COMZX Mutual Fund

NAV$32.09
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Returns Overview

1 Month
+5.79%
3 Months
-2.79%
6 Months
+15.07%
YTD
+4.93%
1 Year
+2.55%
3 Years (annualized)
+21.28%
5 Years (annualized)
+3.77%
10 Years (annualized)
+8.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would COMZX 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)
+4.93%
Peer Avg (YTD)
+7.49%
vs Peers
-2.56%

COMZX Mutual Fund Performance

COMZX performance across multiple time periods: 1-month 5.79%, YTD 4.93%, 1-year 2.55%, 3-year 21.28%, 5-year 3.77%, 10-year 8.51%.

COMZX returns trail the peer average of 7.49% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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