CFICX Mutual Fund

CFICX Mutual Fund

NAV$14.59
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Returns Overview

1 Month
+1.73%
3 Months
-0.89%
6 Months
-1.49%
YTD
-1.15%
1 Year
-0.50%
3 Years (annualized)
+7.28%
5 Years (annualized)
+0.58%
10 Years (annualized)
+2.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CFICX 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 Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
-1.15%
Peer Avg (YTD)
+1.93%
vs Peers
-3.08%

CFICX Mutual Fund Performance

CFICX performance across multiple time periods: 1-month 1.73%, YTD -1.15%, 1-year -0.50%, 3-year 7.28%, 5-year 0.58%, 10-year 2.75%.

CFICX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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