CFAIX Mutual Fund

CFAIX Mutual Fund

NAV$19.12
See how much of CFAIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.00%
3 Months
-0.42%
6 Months
+0.92%
YTD
+2.97%
1 Year
+4.17%
3 Years (annualized)
+10.60%
5 Years (annualized)
+3.18%
10 Years (annualized)
+5.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CFAIX 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)
+2.97%
Peer Avg (YTD)
+2.95%
vs Peers
+0.02%

CFAIX Mutual Fund Performance

CFAIX performance across multiple time periods: 1-month 1.00%, YTD 2.97%, 1-year 4.17%, 3-year 10.60%, 5-year 3.18%, 10-year 5.80%.

CFAIX returns outperform the peer average of 2.95% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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