CFILX Mutual Fund

CFILX Mutual Fund

NAV$16.29
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Returns Overview

3 Months
+2.60%
6 Months
+5.98%
YTD
+8.88%
1 Year
+16.70%
3 Years (annualized)
+12.18%
5 Years (annualized)
+6.89%
10 Years (annualized)
+9.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CFILX 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)
+8.88%
Peer Avg (YTD)
+6.57%
vs Peers
+2.31%

CFILX Mutual Fund Performance

CFILX performance across multiple time periods: YTD 8.88%, 1-year 16.70%, 3-year 12.18%, 5-year 6.89%, 10-year 9.23%.

CFILX returns outperform the peer average of 6.57% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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