CFAGX Mutual Fund

CFAGX Mutual Fund

NAV$38.02
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Returns Overview

1 Month
+1.55%
3 Months
-0.35%
6 Months
+1.69%
YTD
+3.03%
1 Year
-1.66%
3 Years (annualized)
+11.16%
5 Years (annualized)
+4.31%
10 Years (annualized)
+10.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CFAGX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+3.03%
Peer Avg (YTD)
+9.89%
vs Peers
-6.86%

CFAGX Mutual Fund Performance

CFAGX performance across multiple time periods: 1-month 1.55%, YTD 3.03%, 1-year -1.66%, 3-year 11.16%, 5-year 4.31%, 10-year 10.96%.

CFAGX returns trail the peer average of 9.89% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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