CFIMX Mutual Fund

NAV$16.56

Returns Overview

1 Month
+0.96%
3 Months
+11.42%
6 Months
+9.60%
YTD
+8.64%
1 Year
+25.74%
3 Years (annualized)
+23.51%
5 Years (annualized)
+11.78%
10 Years (annualized)
+13.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CFIMX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.64%
Peer Avg (YTD)
+8.61%
vs Peers
+0.03%

CFIMX Mutual Fund Performance

CFIMX performance across multiple time periods: 1-month 0.96%, YTD 8.64%, 1-year 25.74%, 3-year 23.51%, 5-year 11.78%, 10-year 13.34%.

CFIMX returns outperform the peer average of 8.61% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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