COMIX Mutual Fund

COMIX Mutual Fund

NAV$90.42
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Returns Overview

1 Month
+0.26%
3 Months
+14.10%
6 Months
+12.66%
YTD
+31.25%
1 Year
+34.84%
3 Years (annualized)
+12.50%
5 Years (annualized)
+12.08%
10 Years (annualized)
+9.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would COMIX 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
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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
UBS Constant Maturity Commodity CMCITR Index(^USBCMCCMTRI)
This Mutual Fund (YTD)
+31.25%
Peer Avg (YTD)
+22.38%
vs Peers
+8.87%

COMIX Mutual Fund Performance

COMIX performance across multiple time periods: 1-month 0.26%, YTD 31.25%, 1-year 34.84%, 3-year 12.50%, 5-year 12.08%, 10-year 9.79%.

COMIX returns outperform the peer average of 22.38% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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