CFAIX Mutual Fund

CFAIX Mutual Fund

NAV$19.07
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Returns Overview

1 Month
-2.41%
3 Months
-2.46%
6 Months
+3.80%
YTD
+1.95%
1 Year
+4.07%
3 Years (annualized)
+5.12%
5 Years (annualized)
-0.49%
10 Years (annualized)
+1.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CFAIX 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)
+1.95%
Peer Avg (YTD)
+2.46%
vs Peers
-0.51%

CFAIX Mutual Fund Performance

CFAIX performance across multiple time periods: 1-month -2.41%, YTD 1.95%, 1-year 4.07%, 3-year 5.12%, 5-year -0.49%, 10-year 1.72%.

CFAIX returns trail the peer average of 2.46% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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