CNFRX Mutual Fund

CNFRX Mutual Fund

NAV$29.84
See how much of CNFRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.40%
3 Months
+1.47%
6 Months
+3.61%
YTD
+1.76%
1 Year
+6.67%
3 Years (annualized)
+6.04%
5 Years (annualized)
+0.52%
10 Years (annualized)
+2.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CNFRX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.76%
Peer Avg (YTD)
+1.66%
vs Peers
+0.10%

CNFRX Mutual Fund Performance

CNFRX performance across multiple time periods: 1-month 1.40%, YTD 1.76%, 1-year 6.67%, 3-year 6.04%, 5-year 0.52%, 10-year 2.51%.

CNFRX returns outperform the peer average of 1.66% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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