CFAMX Mutual Fund

CFAMX Mutual Fund

NAV$9.52
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Returns Overview

3 Months
-0.10%
6 Months
-0.29%
YTD
+0.42%
1 Year
+1.75%
3 Years (annualized)
+4.17%
5 Years (annualized)
+1.96%
10 Years (annualized)
+1.89%

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)
+2.15%
vs Peers
-1.74%

CFAMX Mutual Fund Performance

CFAMX performance across multiple time periods: YTD 0.42%, 1-year 1.75%, 3-year 4.17%, 5-year 1.96%, 10-year 1.89%.

CFAMX returns trail the peer average of 2.15% 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.