CFNDX Mutual Fund

NAV$10.60

Returns Overview

1 Month
+4.59%
3 Months
+8.72%
6 Months
+8.97%
YTD
+8.83%
1 Year
+19.29%
3 Years (annualized)
+8.48%
5 Years (annualized)
+2.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CFNDX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.83%
Peer Avg (YTD)
+4.57%
vs Peers
+4.26%

CFNDX Mutual Fund Performance

CFNDX performance across multiple time periods: 1-month 4.59%, YTD 8.83%, 1-year 19.29%, 3-year 8.48%, 5-year 2.30%.

CFNDX returns outperform the peer average of 4.57% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

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