CFAFX Mutual Fund

NAV$11.30

Returns Overview

1 Month
+0.18%
3 Months
+0.63%
6 Months
+0.42%
YTD
+0.51%
1 Year
+3.41%
3 Years (annualized)
+4.12%
5 Years (annualized)
+0.06%
10 Years (annualized)
+1.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CFAFX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.51%
Peer Avg (YTD)
+3.23%
vs Peers
-2.72%

CFAFX Mutual Fund Performance

CFAFX performance across multiple time periods: 1-month 0.18%, YTD 0.51%, 1-year 3.41%, 3-year 4.12%, 5-year 0.06%, 10-year 1.92%.

CFAFX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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