CFSLX Mutual Fund

CFSLX Mutual Fund

NAV$12.65
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Returns Overview

1 Month
-5.43%
3 Months
-6.56%
6 Months
+8.57%
YTD
+9.04%
1 Year
+12.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CFSLX 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 2000 Total Return(^RTR)
This Mutual Fund (YTD)
+9.04%
Peer Avg (YTD)
+10.34%
vs Peers
-1.30%

CFSLX Mutual Fund Performance

CFSLX performance across multiple time periods: 1-month -5.43%, YTD 9.04%, 1-year 12.01%.

CFSLX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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