CFIAX Mutual Fund

CFIAX Mutual Fund

NAV$16.29
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Returns Overview

1 Month
-0.06%
3 Months
+2.47%
6 Months
+5.85%
YTD
+8.67%
1 Year
+16.41%
3 Years (annualized)
+11.87%
5 Years (annualized)
+6.60%
10 Years (annualized)
+8.83%

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
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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 US Corporate Investment Grade
This Mutual Fund (YTD)
+8.67%
Peer Avg (YTD)
+6.57%
vs Peers
+2.10%

CFIAX Mutual Fund Performance

CFIAX performance across multiple time periods: 1-month -0.06%, YTD 8.67%, 1-year 16.41%, 3-year 11.87%, 5-year 6.60%, 10-year 8.83%.

CFIAX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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