CFRCX Mutual Fund

CFRCX Mutual Fund

NAV$8.96
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Returns Overview

1 Month
+1.03%
3 Months
+1.33%
6 Months
+3.83%
YTD
+1.83%
1 Year
+3.50%
3 Years (annualized)
+6.27%
5 Years (annualized)
+4.29%
10 Years (annualized)
+4.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CFRCX 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
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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
S&P/LSTA US Leveraged Loan 100 Index(SPLL100)
This Mutual Fund (YTD)
+1.83%
Peer Avg (YTD)
+2.15%
vs Peers
-0.33%

CFRCX Mutual Fund Performance

CFRCX performance across multiple time periods: 1-month 1.03%, YTD 1.83%, 1-year 3.50%, 3-year 6.27%, 5-year 4.29%, 10-year 4.06%.

CFRCX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.94%, investors should weigh costs against performance when evaluating this mutual fund.

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