COMAX Mutual Fund

COMAX Mutual Fund

NAV$26.30
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Returns Overview

1 Month
-8.69%
3 Months
-1.29%
6 Months
-1.33%
YTD
-2.25%
1 Year
-9.90%
3 Years (annualized)
+19.95%
5 Years (annualized)
+4.30%
10 Years (annualized)
+8.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would COMAX 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)
-2.25%
Peer Avg (YTD)
+0.25%
vs Peers
-2.50%

COMAX Mutual Fund Performance

COMAX performance across multiple time periods: 1-month -8.69%, YTD -2.25%, 1-year -9.90%, 3-year 19.95%, 5-year 4.30%, 10-year 8.46%.

COMAX returns trail the peer average of 0.25% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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