CFIZX Mutual Fund

CFIZX Mutual Fund

NAV$15.99
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Returns Overview

1 Month
-0.06%
3 Months
+2.54%
6 Months
+5.92%
YTD
+8.81%
1 Year
+16.71%
3 Years (annualized)
+12.17%
5 Years (annualized)
+6.88%
10 Years (annualized)
+9.23%

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
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)
+8.81%
Peer Avg (YTD)
+6.57%
vs Peers
+2.24%

CFIZX Mutual Fund Performance

CFIZX performance across multiple time periods: 1-month -0.06%, YTD 8.81%, 1-year 16.71%, 3-year 12.17%, 5-year 6.88%, 10-year 9.23%.

CFIZX 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.

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