CFACX Mutual Fund

NAV$11.07

Returns Overview

1 Month
+0.10%
3 Months
+0.39%
6 Months
-0.05%
YTD
+0.04%
1 Year
+2.43%
3 Years (annualized)
+3.15%
5 Years (annualized)
-0.87%
10 Years (annualized)
+0.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CFACX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.04%
Peer Avg (YTD)
+3.23%
vs Peers
-3.19%

CFACX Mutual Fund Performance

CFACX performance across multiple time periods: 1-month 0.10%, YTD 0.04%, 1-year 2.43%, 3-year 3.15%, 5-year -0.87%, 10-year 0.93%.

CFACX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

CFACX performance comparison shows side-by-side returns with another fund. CFACX alternatives are available in the Mutual Fund Screener.