CFMDX Mutual Fund

CFMDX Mutual Fund

NAV$16.63
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Returns Overview

1 Month
+5.91%
3 Months
+15.20%
6 Months
+8.36%
YTD
+9.86%
1 Year
+13.09%
3 Years (annualized)
+9.67%
5 Years (annualized)
+5.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CFMDX 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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+9.86%
Peer Avg (YTD)
+9.89%
vs Peers
-0.03%

CFMDX Mutual Fund Performance

CFMDX performance across multiple time periods: 1-month 5.91%, YTD 9.86%, 1-year 13.09%, 3-year 9.67%, 5-year 5.45%.

CFMDX returns trail the peer average of 9.89% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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