evenfolioETF Details
Congress·Intermediate Core Bond·CAFX · NYSE Arca
Congress Intermediate Bond ETF (CAFX)
- Price
- $24.20
- —30 Oct 2026
- Assets
- $309.4M
- Total net assets
- Expense ratio
- 0.35%
- Category 0.54%
- Yield
- 4.19%
- Trailing distributions
- 1Y return
- 0.6%+0.7%
- Category -0.0%
- 3Y CAGR
- —
- Category 5.5%
- 5Y CAGR
- —
- Category -0.1%
Loading NAV history…
Congress Intermediate Bond ETF
Calendar-year returns
Fund only: no comparison series covers this fund's history.
Risk statistics
Five years of daily closes. Risk-free rate 4% a year.
- Standard deviation
- —
- Maximum drawdown
- —
- Sharpe ratio
- —
- Sortino ratio
- —
- Beta
- —
- Alpha
- —
- R²
- —
- Information ratio
- —
- Upside capture
- —
- Downside capture
- —
- Tracking error
- —
| Period | 1M | 3M | 6M | YTD | 1Y | 3YCAGR | 5YCAGR | 10YCAGR | LaunchCAGR |
|---|---|---|---|---|---|---|---|---|---|
| ETF | +1.6% | +0.1% | -0.1% | 0.0% | +0.6% | — | — | — | +2.0% |
| Intermediate Core Bond average | 2.2% | -0.1% | -0.9% | -0.5% | -0.0% | 5.5% | -0.1% | 1.5% | 1.8% |
| Difference | -0.6% | +0.2% | +0.8% | +0.5% | +0.7% | — | — | — | +0.2% |
Holdings
Allocation as last published by the fund.
Credit quality
Share of the bonds by rating.
- US government39.6%
Asset mix
- Bonds96.6%
- Cash2.3%
- Other1.1%
ETF details
- Issuer
- Congress
- Category
- Fixed Income · Intermediate Core Bond
- Ticker
- CAFX
- Exchange
- NYSE Arca
- Inception
- 9 Sept 2024 (2.1 years)
- Structure
- Exchange Traded Fund
- Expense ratio
- 0.35% (category 0.54%)
- Holdings turnover
- 50% (category 124%)
- Distribution yield
- 4.19%
- Beta, 3 years
- 0.00
- Total net assets
- $309.4M
- Average duration
- 4.65 years
- Average maturity
- 9.69 years
Prices and returns as of 30 Oct 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.
Other intermediate core bond ETFs
Other ETFs in the Intermediate Core Bond category.
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- BKFI · BNY Mellon Active Core Bond ETFBNY Mellon · $240.6M · ER 0.40%
- HTAB · Hartford Schroders Tax-Aware Bond ETFHartford Mutual Funds · $227.3M · ER 0.39%5Y 0.4%
- AFIX · Allspring Broad Market Core Bond ETFAllspring Global Investments · $193.2M · ER 0.20%
- BNDI · NEOS Enhanced Income Aggregate Bond ETFNeos Funds · $189.4M · ER 0.58%

