CFOAX Mutual Fund

NAV$8.50

Returns Overview

1 Month
-0.01%
3 Months
+0.19%
6 Months
-0.12%
YTD
-0.27%
1 Year
+2.65%
3 Years (annualized)
+6.82%
5 Years (annualized)
+4.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CFOAX 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
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
-0.27%
Peer Avg (YTD)
+1.29%
vs Peers
-1.56%

CFOAX Mutual Fund Performance

CFOAX performance across multiple time periods: 1-month -0.01%, YTD -0.27%, 1-year 2.65%, 3-year 6.82%, 5-year 4.39%.

CFOAX returns trail the peer average of 1.29% YTD. With an expense ratio of 2.79%, investors should weigh costs against performance when evaluating this mutual fund.

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