CFIOX Mutual Fund

CFIOX Mutual Fund

NAV$17.63
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Returns Overview

1 Month
+2.01%
3 Months
+6.95%
6 Months
+13.57%
YTD
+18.33%
1 Year
+29.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CFIOX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI All-Country World Index Ex USA (USD)
This Mutual Fund (YTD)
+18.33%
Peer Avg (YTD)
+9.54%
vs Peers
+8.79%

CFIOX Mutual Fund Performance

CFIOX performance across multiple time periods: 1-month 2.01%, YTD 18.33%, 1-year 29.11%.

CFIOX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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