CFIGX Mutual Fund

NAV$16.12

Returns Overview

1 Month
-0.75%
3 Months
+7.03%
6 Months
+9.14%
YTD
+8.33%
1 Year
+16.41%
3 Years (annualized)
+12.26%
5 Years (annualized)
+5.71%
10 Years (annualized)
+8.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CFIGX 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 Corporate Investment Grade
This Mutual Fund (YTD)
+8.33%
Peer Avg (YTD)
+6.73%
vs Peers
+1.61%

CFIGX Mutual Fund Performance

CFIGX performance across multiple time periods: 1-month -0.75%, YTD 8.33%, 1-year 16.41%, 3-year 12.26%, 5-year 5.71%, 10-year 8.52%.

CFIGX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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