CFSLX Mutual Fund

NAV$13.20

Returns Overview

1 Month
+5.42%
3 Months
+16.19%
6 Months
+17.82%
YTD
+16.70%
1 Year
+26.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CFSLX 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 2000 Total Return(^RTR)
This Mutual Fund (YTD)
+16.70%
Peer Avg (YTD)
+18.52%
vs Peers
-1.83%

CFSLX Mutual Fund Performance

CFSLX performance across multiple time periods: 1-month 5.42%, YTD 16.70%, 1-year 26.44%.

CFSLX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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