CFIAX Mutual Fund

CFIAX Mutual Fund

NAV$15.47
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Returns Overview

1 Month
-3.52%
3 Months
-2.31%
6 Months
+4.83%
YTD
+6.23%
1 Year
+9.25%
3 Years (annualized)
+13.06%
5 Years (annualized)
+6.67%
10 Years (annualized)
+8.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CFIAX 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)
+6.23%
Peer Avg (YTD)
+6.10%
vs Peers
+0.13%

CFIAX Mutual Fund Performance

CFIAX performance across multiple time periods: 1-month -3.52%, YTD 6.23%, 1-year 9.25%, 3-year 13.06%, 5-year 6.67%, 10-year 8.75%.

CFIAX returns outperform the peer average of 6.10% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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