CFAFX Mutual Fund

CFAFX Mutual Fund

NAV$11.30
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Returns Overview

6 Months
+0.45%
YTD
+0.51%
1 Year
+0.86%
3 Years (annualized)
+5.74%
5 Years (annualized)
-0.02%
10 Years (annualized)
+1.91%

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
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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)
+0.51%
Peer Avg (YTD)
+1.93%
vs Peers
-1.42%

CFAFX Mutual Fund Performance

CFAFX performance across multiple time periods: YTD 0.51%, 1-year 0.86%, 3-year 5.74%, 5-year -0.02%, 10-year 1.91%.

CFAFX returns trail the peer average of 1.93% 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.