CFLGX Mutual Fund

NAV$26.79

Returns Overview

1 Month
+0.49%
3 Months
+7.57%
6 Months
+8.83%
YTD
+7.82%
1 Year
+15.27%
3 Years (annualized)
+14.42%
5 Years (annualized)
+9.67%
10 Years (annualized)
+8.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CFLGX 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
Alerian MLP Index(AMZ)
This Mutual Fund (YTD)
+7.82%
Peer Avg (YTD)
+9.49%
vs Peers
-1.66%

CFLGX Mutual Fund Performance

CFLGX performance across multiple time periods: 1-month 0.49%, YTD 7.82%, 1-year 15.27%, 3-year 14.42%, 5-year 9.67%, 10-year 8.24%.

CFLGX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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