COMZX Mutual Fund

NAV$30.36

Returns Overview

1 Month
-3.55%
3 Months
+19.78%
6 Months
+3.44%
YTD
+4.10%
1 Year
+5.95%
3 Years (annualized)
+21.82%
5 Years (annualized)
+6.04%
10 Years (annualized)
+9.35%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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)
+4.10%
Peer Avg (YTD)
+6.08%
vs Peers
-1.98%

COMZX Mutual Fund Performance

COMZX performance across multiple time periods: 1-month -3.55%, YTD 4.10%, 1-year 5.95%, 3-year 21.82%, 5-year 6.04%, 10-year 9.35%.

COMZX 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.

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