CFBAX Mutual Fund

CFBAX Mutual Fund

NAV$8.31
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Returns Overview

1 Month
-0.12%
3 Months
-2.24%
6 Months
-2.11%
YTD
-1.12%
1 Year
+3.47%
3 Years (annualized)
+2.15%
5 Years (annualized)
+0.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CFBAX 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
Bloomberg Global Aggregate Bond Index (hedged to USD)
This Mutual Fund (YTD)
-1.12%
Peer Avg (YTD)
+1.88%
vs Peers
-3.00%

CFBAX Mutual Fund Performance

CFBAX performance across multiple time periods: 1-month -0.12%, YTD -1.12%, 1-year 3.47%, 3-year 2.15%, 5-year 0.50%.

CFBAX returns trail the peer average of 1.88% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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