CFNCX Mutual Fund

CFNCX Mutual Fund

NAV$100.85
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Returns Overview

1 Month
-1.69%
3 Months
-2.05%
6 Months
+2.15%
YTD
+9.28%
1 Year
+12.24%
3 Years (annualized)
+24.27%
5 Years (annualized)
+11.94%
10 Years (annualized)
+13.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CFNCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.28%
Peer Avg (YTD)
+5.23%
vs Peers
+4.05%

CFNCX Mutual Fund Performance

CFNCX performance across multiple time periods: 1-month -1.69%, YTD 9.28%, 1-year 12.24%, 3-year 24.27%, 5-year 11.94%, 10-year 13.60%.

CFNCX returns outperform the peer average of 5.23% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

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