CFIZX Mutual Fund

CFIZX Mutual Fund

NAV$15.46
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Returns Overview

1 Month
+1.38%
3 Months
+0.69%
6 Months
+6.21%
YTD
+10.31%
1 Year
+15.26%
3 Years (annualized)
+13.34%
5 Years (annualized)
+6.94%
10 Years (annualized)
+9.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CFIZX 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
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📉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)
+10.31%
Peer Avg (YTD)
+7.17%
vs Peers
+3.14%

CFIZX Mutual Fund Performance

CFIZX performance across multiple time periods: 1-month 1.38%, YTD 10.31%, 1-year 15.26%, 3-year 13.34%, 5-year 6.94%, 10-year 9.02%.

CFIZX returns outperform the peer average of 7.17% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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