CFXRX Mutual Fund

CFXRX Mutual Fund

NAV$15.52
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Returns Overview

1 Month
+0.77%
3 Months
-1.47%
6 Months
+1.06%
YTD
+7.24%
1 Year
+10.18%
3 Years (annualized)
+14.82%
5 Years (annualized)
+6.12%
10 Years (annualized)
+8.83%

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
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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 Corporate Investment Grade
This Mutual Fund (YTD)
+7.24%
Peer Avg (YTD)
+6.22%
vs Peers
+1.02%

CFXRX Mutual Fund Performance

CFXRX performance across multiple time periods: 1-month 0.77%, YTD 7.24%, 1-year 10.18%, 3-year 14.82%, 5-year 6.12%, 10-year 8.83%.

CFXRX returns outperform the peer average of 6.22% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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