BFRNX Mutual Fund

BFRNX Mutual Fund

NAV$9.24
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Returns Overview

1 Month
-1.18%
3 Months
-1.08%
6 Months
-0.02%
YTD
+1.25%
1 Year
+2.85%
3 Years (annualized)
+7.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BFRNX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Credit Suisse Leveraged Loan Index(^CSLLI)
This Mutual Fund (YTD)
+1.25%
Peer Avg (YTD)
+1.93%
vs Peers
-0.67%

BFRNX Mutual Fund Performance

BFRNX performance across multiple time periods: 1-month -1.18%, YTD 1.25%, 1-year 2.85%, 3-year 7.12%.

BFRNX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

BFRNX vs another fund shows side-by-side returns. BFRNX alternatives are available in the Mutual Fund Screener.