CFIZX Mutual Fund

NAV$16.11

Returns Overview

1 Month
-0.62%
3 Months
+7.38%
6 Months
+9.76%
YTD
+8.88%
1 Year
+17.60%
3 Years (annualized)
+13.40%
5 Years (annualized)
+6.78%
10 Years (annualized)
+9.48%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Corporate Investment Grade
This Mutual Fund (YTD)
+8.88%
Peer Avg (YTD)
+6.73%
vs Peers
+2.16%

CFIZX Mutual Fund Performance

CFIZX performance across multiple time periods: 1-month -0.62%, YTD 8.88%, 1-year 17.60%, 3-year 13.40%, 5-year 6.78%, 10-year 9.48%.

CFIZX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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