CANFX Mutual Fund

CANFX Mutual Fund

NAV$9.09
See how much of CANFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

6 Months
+0.45%
YTD
-0.64%
1 Year
-0.06%
3 Years (annualized)
+4.95%
5 Years (annualized)
-0.77%
10 Years (annualized)
+1.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CANFX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.64%
Peer Avg (YTD)
+2.28%
vs Peers
-2.92%

CANFX Mutual Fund Performance

CANFX performance across multiple time periods: YTD -0.64%, 1-year -0.06%, 3-year 4.95%, 5-year -0.77%, 10-year 1.90%.

CANFX returns trail the peer average of 2.28% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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