CFSIX Mutual Fund

CFSIX Mutual Fund

NAV$19.13
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Returns Overview

1 Month
-9.63%
3 Months
-2.99%
6 Months
-2.46%
YTD
-3.13%
1 Year
-9.70%
3 Years (annualized)
+20.51%
5 Years (annualized)
-1.64%
10 Years (annualized)
+12.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CFSIX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
-3.13%
Peer Avg (YTD)
+5.23%
vs Peers
-8.36%

CFSIX Mutual Fund Performance

CFSIX performance across multiple time periods: 1-month -9.63%, YTD -3.13%, 1-year -9.70%, 3-year 20.51%, 5-year -1.64%, 10-year 12.74%.

CFSIX returns trail the peer average of 5.23% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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