CFAAX Mutual Fund

CFAAX Mutual Fund

NAV$11.08
See how much of CFAAX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.34%
3 Months
-0.92%
6 Months
-1.25%
YTD
-0.93%
1 Year
+2.19%
3 Years (annualized)
+3.48%
5 Years (annualized)
-0.62%
10 Years (annualized)
+1.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CFAAX 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)
-0.93%
Peer Avg (YTD)
+0.12%
vs Peers
-1.05%

CFAAX Mutual Fund Performance

CFAAX performance across multiple time periods: 1-month -1.34%, YTD -0.93%, 1-year 2.19%, 3-year 3.48%, 5-year -0.62%, 10-year 1.51%.

CFAAX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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