CFAGX Mutual Fund

NAV$37.55

Returns Overview

1 Month
+2.13%
3 Months
+10.95%
6 Months
+6.33%
YTD
+5.60%
1 Year
+1.60%
3 Years (annualized)
+12.40%
5 Years (annualized)
+5.89%
10 Years (annualized)
+11.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CFAGX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+5.60%
Peer Avg (YTD)
+10.82%
vs Peers
-5.22%

CFAGX Mutual Fund Performance

CFAGX performance across multiple time periods: 1-month 2.13%, YTD 5.60%, 1-year 1.60%, 3-year 12.40%, 5-year 5.89%, 10-year 11.55%.

CFAGX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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