CFSTX Mutual Fund

CFSTX Mutual Fund

NAV$16.07
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Returns Overview

1 Month
-0.30%
3 Months
-1.12%
6 Months
-0.89%
YTD
-0.62%
1 Year
+1.58%
3 Years (annualized)
+3.53%
5 Years (annualized)
+0.82%
10 Years (annualized)
+1.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CFSTX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays 1-5 Year US Government Index(^BB5YUSGI)
This Mutual Fund (YTD)
-0.62%
Peer Avg (YTD)
+1.70%
vs Peers
-2.33%

CFSTX Mutual Fund Performance

CFSTX performance across multiple time periods: 1-month -0.30%, YTD -0.62%, 1-year 1.58%, 3-year 3.53%, 5-year 0.82%, 10-year 1.15%.

CFSTX returns trail the peer average of 1.70% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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