CFNCX Mutual Fund

CFNCX Mutual Fund

NAV$103.17
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Returns Overview

1 Month
-1.38%
3 Months
-1.74%
6 Months
+16.40%
YTD
+11.16%
1 Year
+16.97%
3 Years (annualized)
+22.71%
5 Years (annualized)
+12.84%
10 Years (annualized)
+13.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CFNCX 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)
+11.16%
Peer Avg (YTD)
+8.67%
vs Peers
+2.50%

CFNCX Mutual Fund Performance

CFNCX performance across multiple time periods: 1-month -1.38%, YTD 11.16%, 1-year 16.97%, 3-year 22.71%, 5-year 12.84%, 10-year 13.89%.

CFNCX returns outperform the peer average of 8.67% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

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