CFNAX Mutual Fund

CFNAX Mutual Fund

NAV$103.00
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Returns Overview

1 Month
-1.32%
3 Months
-1.56%
6 Months
+15.10%
YTD
+10.12%
1 Year
+16.09%
3 Years (annualized)
+23.64%
5 Years (annualized)
+13.70%
10 Years (annualized)
+14.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CFNAX 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)
+10.12%
Peer Avg (YTD)
+8.67%
vs Peers
+1.46%

CFNAX Mutual Fund Performance

CFNAX performance across multiple time periods: 1-month -1.32%, YTD 10.12%, 1-year 16.09%, 3-year 23.64%, 5-year 13.70%, 10-year 14.75%.

CFNAX returns outperform the peer average of 8.67% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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