CFSLX Mutual Fund

CFSLX Mutual Fund

NAV$12.62
See how much of CFSLX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.45%
3 Months
+4.16%
6 Months
+8.42%
YTD
+16.42%
1 Year
+17.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CFSLX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Total Return(^RTR)
This Mutual Fund (YTD)
+16.42%
Peer Avg (YTD)
+15.20%
vs Peers
+1.22%

CFSLX Mutual Fund Performance

CFSLX performance across multiple time periods: 1-month 0.45%, YTD 16.42%, 1-year 17.74%.

CFSLX returns outperform the peer average of 15.20% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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