CFLIX Mutual Fund

CFLIX Mutual Fund

NAV$8.31
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Returns Overview

1 Month
-0.12%
3 Months
-2.24%
6 Months
-2.06%
YTD
-1.09%
1 Year
+3.50%
3 Years (annualized)
+2.33%
5 Years (annualized)
+0.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CFLIX 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 Global Aggregate Bond Index (hedged to USD)
This Mutual Fund (YTD)
-1.09%
Peer Avg (YTD)
+1.88%
vs Peers
-2.97%

CFLIX Mutual Fund Performance

CFLIX performance across multiple time periods: 1-month -0.12%, YTD -1.09%, 1-year 3.50%, 3-year 2.33%, 5-year 0.69%.

CFLIX returns trail the peer average of 1.88% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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