CFAGX vs. ^GSPC
Compare and contrast key facts about Commerce MidCap Growth Fund (CFAGX) and S&P 500 (^GSPC).
CFAGX is managed by Commerce. It was launched on Dec 12, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CFAGX or ^GSPC.
Correlation
The correlation between CFAGX and ^GSPC is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
CFAGX vs. ^GSPC - Performance Comparison
Key characteristics
CFAGX:
0.12
^GSPC:
1.62
CFAGX:
0.26
^GSPC:
2.20
CFAGX:
1.04
^GSPC:
1.30
CFAGX:
0.08
^GSPC:
2.46
CFAGX:
0.35
^GSPC:
10.01
CFAGX:
6.06%
^GSPC:
2.08%
CFAGX:
17.13%
^GSPC:
12.88%
CFAGX:
-61.28%
^GSPC:
-56.78%
CFAGX:
-25.21%
^GSPC:
-2.13%
Returns By Period
In the year-to-date period, CFAGX achieves a 1.25% return, which is significantly lower than ^GSPC's 2.24% return. Over the past 10 years, CFAGX has underperformed ^GSPC with an annualized return of 2.64%, while ^GSPC has yielded a comparatively higher 11.04% annualized return.
CFAGX
1.25%
-3.60%
-5.31%
0.49%
0.35%
2.64%
^GSPC
2.24%
-1.20%
6.72%
18.21%
12.53%
11.04%
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Risk-Adjusted Performance
CFAGX vs. ^GSPC — Risk-Adjusted Performance Rank
CFAGX
^GSPC
CFAGX vs. ^GSPC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Commerce MidCap Growth Fund (CFAGX) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Drawdowns
CFAGX vs. ^GSPC - Drawdown Comparison
The maximum CFAGX drawdown since its inception was -61.28%, which is greater than ^GSPC's maximum drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for CFAGX and ^GSPC. For additional features, visit the drawdowns tool.
Volatility
CFAGX vs. ^GSPC - Volatility Comparison
Commerce MidCap Growth Fund (CFAGX) has a higher volatility of 4.45% compared to S&P 500 (^GSPC) at 3.43%. This indicates that CFAGX's price experiences larger fluctuations and is considered to be riskier than ^GSPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.