CFAMX Mutual Fund

CFAMX Mutual Fund

NAV$9.52
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Returns Overview

3 Months
+0.01%
6 Months
+0.11%
YTD
+0.42%
1 Year
+2.63%
3 Years (annualized)
+4.32%
5 Years (annualized)
+1.95%
10 Years (annualized)
+1.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CFAMX 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 Government/Credit 1-3 Years ex BBB Index(BBGUSGC1T3YEBBBI)
This Mutual Fund (YTD)
+0.42%
Peer Avg (YTD)
+0.12%
vs Peers
+0.30%

CFAMX Mutual Fund Performance

CFAMX performance across multiple time periods: YTD 0.42%, 1-year 2.63%, 3-year 4.32%, 5-year 1.95%, 10-year 1.87%.

CFAMX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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