CFMSX Mutual Fund

NAV$13.31

Returns Overview

1 Month
+3.43%
3 Months
+9.46%
6 Months
+10.11%
YTD
+9.00%
1 Year
+15.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CFMSX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+9.00%
Peer Avg (YTD)
+10.82%
vs Peers
-1.82%

CFMSX Mutual Fund Performance

CFMSX performance across multiple time periods: 1-month 3.43%, YTD 9.00%, 1-year 15.05%.

CFMSX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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