CFOIX Mutual Fund

CFOIX Mutual Fund

NAV$8.50
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Returns Overview

1 Month
+0.01%
3 Months
+0.26%
6 Months
+0.01%
YTD
-0.17%
1 Year
+3.02%
3 Years (annualized)
+7.09%
5 Years (annualized)
+4.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CFOIX 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
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
-0.17%
Peer Avg (YTD)
+1.29%
vs Peers
-1.45%

CFOIX Mutual Fund Performance

CFOIX performance across multiple time periods: 1-month 0.01%, YTD -0.17%, 1-year 3.02%, 3-year 7.09%, 5-year 4.64%.

CFOIX returns trail the peer average of 1.29% YTD. With an expense ratio of 2.54%, investors should weigh costs against performance when evaluating this mutual fund.

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