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:
0.41
^GSPC:
1.83
CFAGX:
0.60
^GSPC:
2.47
CFAGX:
1.10
^GSPC:
1.33
CFAGX:
0.25
^GSPC:
2.76
CFAGX:
1.18
^GSPC:
11.27
CFAGX:
5.88%
^GSPC:
2.08%
CFAGX:
16.89%
^GSPC:
12.79%
CFAGX:
-61.28%
^GSPC:
-56.78%
CFAGX:
-22.29%
^GSPC:
-0.07%
Returns By Period
In the year-to-date period, CFAGX achieves a 5.21% return, which is significantly higher than ^GSPC's 3.96% return. Over the past 10 years, CFAGX has underperformed ^GSPC with an annualized return of 3.03%, while ^GSPC has yielded a comparatively higher 11.26% annualized return.
CFAGX
5.21%
1.80%
-0.66%
5.52%
0.88%
3.03%
^GSPC
3.96%
1.97%
9.03%
22.16%
12.60%
11.26%
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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 3.67% compared to S&P 500 (^GSPC) at 3.21%. 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.