CFXRX Mutual Fund

CFXRX Mutual Fund

NAV$15.67
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Returns Overview

1 Month
-3.53%
3 Months
-2.28%
6 Months
+4.90%
YTD
+6.43%
1 Year
+9.49%
3 Years (annualized)
+13.37%
5 Years (annualized)
+6.96%
10 Years (annualized)
+9.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CFXRX 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
Bloomberg US Corporate Investment Grade
This Mutual Fund (YTD)
+6.43%
Peer Avg (YTD)
+6.10%
vs Peers
+0.33%

CFXRX Mutual Fund Performance

CFXRX performance across multiple time periods: 1-month -3.53%, YTD 6.43%, 1-year 9.49%, 3-year 13.37%, 5-year 6.96%, 10-year 9.05%.

CFXRX returns outperform the peer average of 6.10% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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