CFAFX Mutual Fund

CFAFX Mutual Fund

NAV$11.30
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Returns Overview

3 Months
+0.45%
6 Months
+0.17%
YTD
+0.51%
1 Year
+3.76%
3 Years (annualized)
+4.13%
5 Years (annualized)
-0.16%
10 Years (annualized)
+1.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CFAFX 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)
+0.51%
Peer Avg (YTD)
+0.12%
vs Peers
+0.39%

CFAFX Mutual Fund Performance

CFAFX performance across multiple time periods: YTD 0.51%, 1-year 3.76%, 3-year 4.13%, 5-year -0.16%, 10-year 1.86%.

CFAFX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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