CFACX Mutual Fund

CFACX Mutual Fund

NAV$10.79
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Returns Overview

1 Month
+2.08%
3 Months
-0.49%
6 Months
-1.60%
YTD
-1.85%
1 Year
-1.66%
3 Years (annualized)
+4.20%
5 Years (annualized)
-1.32%
10 Years (annualized)
+0.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CFACX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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)
-1.85%
Peer Avg (YTD)
+0.72%
vs Peers
-2.57%

CFACX Mutual Fund Performance

CFACX performance across multiple time periods: 1-month 2.08%, YTD -1.85%, 1-year -1.66%, 3-year 4.20%, 5-year -1.32%, 10-year 0.69%.

CFACX returns trail the peer average of 0.72% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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