CFIMX Mutual Fund

CFIMX Mutual Fund

NAV$16.55
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Returns Overview

1 Month
-3.89%
3 Months
-2.66%
6 Months
+8.45%
YTD
+5.75%
1 Year
+16.13%
3 Years (annualized)
+22.83%
5 Years (annualized)
+12.20%
10 Years (annualized)
+12.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CFIMX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.75%
Peer Avg (YTD)
+7.92%
vs Peers
-2.17%

CFIMX Mutual Fund Performance

CFIMX performance across multiple time periods: 1-month -3.89%, YTD 5.75%, 1-year 16.13%, 3-year 22.83%, 5-year 12.20%, 10-year 12.76%.

CFIMX returns trail the peer average of 7.92% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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