CFICX Mutual Fund

CFICX Mutual Fund

NAV$15.00
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Returns Overview

1 Month
-1.16%
3 Months
-0.60%
6 Months
-0.78%
YTD
-0.27%
1 Year
+3.21%
3 Years (annualized)
+5.94%
5 Years (annualized)
+0.62%
10 Years (annualized)
+2.76%

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
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 Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
-0.27%
Peer Avg (YTD)
+0.12%
vs Peers
-0.39%

CFICX Mutual Fund Performance

CFICX performance across multiple time periods: 1-month -1.16%, YTD -0.27%, 1-year 3.21%, 3-year 5.94%, 5-year 0.62%, 10-year 2.76%.

CFICX returns trail the peer average of 0.12% 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.