CFGRX vs. KTXIX
Compare and contrast key facts about Commerce Growth Fund (CFGRX) and Commerce Kansas Tax-Free Intermediate Bond Fund (KTXIX).
CFGRX is managed by Commerce. It was launched on Dec 12, 1994. KTXIX is managed by Commerce. It was launched on Dec 25, 2000.
Performance
CFGRX vs. KTXIX - Performance Comparison
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CFGRX vs. KTXIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CFGRX Commerce Growth Fund | -11.61% | 12.40% | 31.15% | 36.39% | -26.57% | 26.50% | 28.96% | 35.60% | -1.04% | 27.57% |
KTXIX Commerce Kansas Tax-Free Intermediate Bond Fund | -1.12% | 5.32% | 0.39% | 4.05% | -7.55% | 0.23% | 4.32% | 5.79% | 0.95% | 3.95% |
Returns By Period
In the year-to-date period, CFGRX achieves a -11.61% return, which is significantly lower than KTXIX's -1.12% return. Over the past 10 years, CFGRX has outperformed KTXIX with an annualized return of 14.33%, while KTXIX has yielded a comparatively lower 1.41% annualized return.
CFGRX
- 1D
- -0.28%
- 1M
- -8.63%
- YTD
- -11.61%
- 6M
- -11.14%
- 1Y
- 8.67%
- 3Y*
- 16.39%
- 5Y*
- 10.13%
- 10Y*
- 14.33%
KTXIX
- 1D
- 0.11%
- 1M
- -2.77%
- YTD
- -1.12%
- 6M
- 0.52%
- 1Y
- 3.64%
- 3Y*
- 2.17%
- 5Y*
- 0.29%
- 10Y*
- 1.41%
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CFGRX vs. KTXIX - Expense Ratio Comparison
CFGRX has a 0.68% expense ratio, which is lower than KTXIX's 0.70% expense ratio.
Return for Risk
CFGRX vs. KTXIX — Risk / Return Rank
CFGRX
KTXIX
CFGRX vs. KTXIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Commerce Growth Fund (CFGRX) and Commerce Kansas Tax-Free Intermediate Bond Fund (KTXIX). 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.
| CFGRX | KTXIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.46 | 1.17 | -0.71 |
Sortino ratioReturn per unit of downside risk | 0.81 | 1.59 | -0.77 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.33 | -0.22 |
Calmar ratioReturn relative to maximum drawdown | 0.47 | 1.26 | -0.79 |
Martin ratioReturn relative to average drawdown | 1.74 | 5.03 | -3.29 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CFGRX | KTXIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.46 | 1.17 | -0.71 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.09 | +0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.44 | +0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 1.06 | -0.63 |
Correlation
The correlation between CFGRX and KTXIX is -0.11. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
CFGRX vs. KTXIX - Dividend Comparison
CFGRX's dividend yield for the trailing twelve months is around 22.21%, more than KTXIX's 2.64% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CFGRX Commerce Growth Fund | 22.21% | 19.63% | 10.50% | 4.53% | 7.17% | 21.20% | 4.09% | 5.91% | 10.50% | 5.74% | 6.05% | 11.93% |
KTXIX Commerce Kansas Tax-Free Intermediate Bond Fund | 2.64% | 3.38% | 2.19% | 2.02% | 1.49% | 1.53% | 1.67% | 2.31% | 2.23% | 2.19% | 2.19% | 2.18% |
Drawdowns
CFGRX vs. KTXIX - Drawdown Comparison
The maximum CFGRX drawdown since its inception was -66.01%, which is greater than KTXIX's maximum drawdown of -12.47%. Use the drawdown chart below to compare losses from any high point for CFGRX and KTXIX.
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Drawdown Indicators
| CFGRX | KTXIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.01% | -12.47% | -53.54% |
Max Drawdown (1Y)Largest decline over 1 year | -13.88% | -3.61% | -10.27% |
Max Drawdown (5Y)Largest decline over 5 years | -29.51% | -12.47% | -17.04% |
Max Drawdown (10Y)Largest decline over 10 years | -31.59% | -12.47% | -19.12% |
Current DrawdownCurrent decline from peak | -13.88% | -2.77% | -11.11% |
Average DrawdownAverage peak-to-trough decline | -21.26% | -1.64% | -19.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.76% | 0.90% | +2.86% |
Volatility
CFGRX vs. KTXIX - Volatility Comparison
Commerce Growth Fund (CFGRX) has a higher volatility of 4.67% compared to Commerce Kansas Tax-Free Intermediate Bond Fund (KTXIX) at 0.95%. This indicates that CFGRX's price experiences larger fluctuations and is considered to be riskier than KTXIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CFGRX | KTXIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.67% | 0.95% | +3.72% |
Volatility (6M)Calculated over the trailing 6-month period | 10.13% | 1.44% | +8.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.92% | 3.71% | +16.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.32% | 3.14% | +16.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.15% | 3.24% | +15.91% |