CFMDX Mutual Fund

CFMDX Mutual Fund

NAV$17.33
See how much of CFMDX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+6.94%
3 Months
+5.83%
6 Months
+2.56%
YTD
+3.73%
1 Year
+9.73%
3 Years (annualized)
+6.32%
5 Years (annualized)
+4.10%

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

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+3.73%
Peer Avg (YTD)
+9.54%
vs Peers
-5.81%

CFMDX Mutual Fund Performance

CFMDX performance across multiple time periods: 1-month 6.94%, YTD 3.73%, 1-year 9.73%, 3-year 6.32%, 5-year 4.10%.

CFMDX returns trail the peer average of 9.54% 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.