CFIGX Mutual Fund

CFIGX Mutual Fund

NAV$15.35
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Returns Overview

1 Month
-3.67%
3 Months
-2.52%
6 Months
+4.33%
YTD
+5.61%
1 Year
+8.36%
3 Years (annualized)
+12.22%
5 Years (annualized)
+5.89%
10 Years (annualized)
+8.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CFIGX 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)
+5.61%
Peer Avg (YTD)
+6.10%
vs Peers
-0.49%

CFIGX Mutual Fund Performance

CFIGX performance across multiple time periods: 1-month -3.67%, YTD 5.61%, 1-year 8.36%, 3-year 12.22%, 5-year 5.89%, 10-year 8.06%.

CFIGX returns trail the peer average of 6.10% YTD. With an expense ratio of 1.88%, investors should weigh costs against performance when evaluating this mutual fund.

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