CFIAX Mutual Fund

NAV$16.24

Returns Overview

1 Month
-0.68%
3 Months
+7.31%
6 Months
+9.62%
YTD
+8.74%
1 Year
+17.30%
3 Years (annualized)
+13.11%
5 Years (annualized)
+6.51%
10 Years (annualized)
+9.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CFIAX 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 Corporate Investment Grade
This Mutual Fund (YTD)
+8.74%
Peer Avg (YTD)
+6.73%
vs Peers
+2.01%

CFIAX Mutual Fund Performance

CFIAX performance across multiple time periods: 1-month -0.68%, YTD 8.74%, 1-year 17.30%, 3-year 13.11%, 5-year 6.51%, 10-year 9.22%.

CFIAX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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