CFSIX Mutual Fund

CFSIX Mutual Fund

NAV$21.92
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Returns Overview

1 Month
+3.55%
3 Months
-0.36%
6 Months
+22.83%
YTD
+7.20%
1 Year
+0.15%
3 Years (annualized)
+18.82%
5 Years (annualized)
+0.25%
10 Years (annualized)
+13.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CFSIX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+7.20%
Peer Avg (YTD)
+8.68%
vs Peers
-1.49%

CFSIX Mutual Fund Performance

CFSIX performance across multiple time periods: 1-month 3.55%, YTD 7.20%, 1-year 0.15%, 3-year 18.82%, 5-year 0.25%, 10-year 13.32%.

CFSIX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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