CFMDX Mutual Fund

NAV$17.54

Returns Overview

1 Month
+1.70%
3 Months
+1.77%
6 Months
-3.12%
YTD
-3.01%
1 Year
+2.99%
3 Years (annualized)
+4.38%
5 Years (annualized)
+1.93%

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

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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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
-3.01%
Peer Avg (YTD)
+10.82%
vs Peers
-13.82%

CFMDX Mutual Fund Performance

CFMDX performance across multiple time periods: 1-month 1.70%, YTD -3.01%, 1-year 2.99%, 3-year 4.38%, 5-year 1.93%.

CFMDX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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