CFRFX Mutual Fund

NAV$8.98

Returns Overview

1 Month
-0.30%
3 Months
+1.36%
6 Months
+0.19%
YTD
+0.19%
1 Year
+2.96%
3 Years (annualized)
+6.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CFRFX 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
S&P/LSTA US Leveraged Loan 100 Index(SPLL100)
This Mutual Fund (YTD)
+0.19%
Peer Avg (YTD)
+3.23%
vs Peers
-3.04%

CFRFX Mutual Fund Performance

CFRFX performance across multiple time periods: 1-month -0.30%, YTD 0.19%, 1-year 2.96%, 3-year 6.34%.

CFRFX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.94%, investors should weigh costs against performance when evaluating this mutual fund.

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