CFORX Mutual Fund

NAV$8.49

Returns Overview

1 Month
+0.01%
3 Months
+0.26%
6 Months
+0.00%
YTD
-0.17%
1 Year
+2.88%
3 Years (annualized)
+7.08%
5 Years (annualized)
+4.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CFORX 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)
-0.17%
Peer Avg (YTD)
+1.29%
vs Peers
-1.46%

CFORX Mutual Fund Performance

CFORX performance across multiple time periods: 1-month 0.01%, YTD -0.17%, 1-year 2.88%, 3-year 7.08%, 5-year 4.78%.

CFORX returns trail the peer average of 1.29% YTD. With an expense ratio of 2.44%, investors should weigh costs against performance when evaluating this mutual fund.

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