CFSIX Mutual Fund

NAV$21.10

Returns Overview

1 Month
+0.83%
3 Months
+23.28%
6 Months
+6.80%
YTD
+7.59%
1 Year
+7.27%
3 Years (annualized)
+20.40%
5 Years (annualized)
+4.31%
10 Years (annualized)
+16.79%

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
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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+7.59%
Peer Avg (YTD)
+8.97%
vs Peers
-1.38%

CFSIX Mutual Fund Performance

CFSIX performance across multiple time periods: 1-month 0.83%, YTD 7.59%, 1-year 7.27%, 3-year 20.40%, 5-year 4.31%, 10-year 16.79%.

CFSIX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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