CFAIX Mutual Fund

NAV$19.58

Returns Overview

1 Month
+0.45%
3 Months
+6.42%
6 Months
+4.75%
YTD
+4.53%
1 Year
+9.95%
3 Years (annualized)
+8.90%
5 Years (annualized)
+3.66%
10 Years (annualized)
+5.90%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.53%
Peer Avg (YTD)
+4.14%
vs Peers
+0.38%

CFAIX Mutual Fund Performance

CFAIX performance across multiple time periods: 1-month 0.45%, YTD 4.53%, 1-year 9.95%, 3-year 8.90%, 5-year 3.66%, 10-year 5.90%.

CFAIX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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