CFRAX Mutual Fund

CFRAX Mutual Fund

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Returns Overview

1 Month
+1.09%
3 Months
+1.53%
6 Months
+4.22%
YTD
+2.45%
1 Year
+4.29%
3 Years (annualized)
+7.11%
5 Years (annualized)
+4.94%
10 Years (annualized)
+4.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CFRAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P/LSTA US Leveraged Loan 100 Index(SPLL100)
This Mutual Fund (YTD)
+2.45%
Peer Avg (YTD)
+2.15%
vs Peers
+0.30%

CFRAX Mutual Fund Performance

CFRAX performance across multiple time periods: 1-month 1.09%, YTD 2.45%, 1-year 4.29%, 3-year 7.11%, 5-year 4.94%, 10-year 4.73%.

CFRAX returns outperform the peer average of 2.15% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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