CFNEX Mutual Fund

CFNEX Mutual Fund

NAV$102.15
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Returns Overview

1 Month
+1.07%
3 Months
-0.44%
6 Months
+8.07%
YTD
+14.25%
1 Year
+23.50%
3 Years (annualized)
+21.22%
5 Years (annualized)
+12.07%
10 Years (annualized)
+13.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CFNEX 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)
+14.25%
Peer Avg (YTD)
+8.51%
vs Peers
+5.74%

CFNEX Mutual Fund Performance

CFNEX performance across multiple time periods: 1-month 1.07%, YTD 14.25%, 1-year 23.50%, 3-year 21.22%, 5-year 12.07%, 10-year 13.52%.

CFNEX returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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