CFXRX Mutual Fund

NAV$16.45

Returns Overview

1 Month
-0.61%
3 Months
+7.35%
6 Months
+9.77%
YTD
+8.91%
1 Year
+17.60%
3 Years (annualized)
+13.42%
5 Years (annualized)
+6.82%
10 Years (annualized)
+9.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CFXRX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Corporate Investment Grade
This Mutual Fund (YTD)
+8.91%
Peer Avg (YTD)
+6.73%
vs Peers
+2.18%

CFXRX Mutual Fund Performance

CFXRX performance across multiple time periods: 1-month -0.61%, YTD 8.91%, 1-year 17.60%, 3-year 13.42%, 5-year 6.82%, 10-year 9.51%.

CFXRX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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