CFVAX Mutual Fund

CFVAX Mutual Fund

NAV$8.55
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Returns Overview

1 Month
-1.43%
3 Months
-0.92%
6 Months
-1.15%
YTD
-0.75%
1 Year
+2.02%
3 Years (annualized)
+3.04%
5 Years (annualized)
-1.07%
10 Years (annualized)
+0.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CFVAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.75%
Peer Avg (YTD)
+0.12%
vs Peers
-0.87%

CFVAX Mutual Fund Performance

CFVAX performance across multiple time periods: 1-month -1.43%, YTD -0.75%, 1-year 2.02%, 3-year 3.04%, 5-year -1.07%, 10-year 0.59%.

CFVAX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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