CFRYX Mutual Fund

CFRYX Mutual Fund

NAV$32.81
See how much of CFRYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.75%
3 Months
+1.30%
6 Months
+2.67%
YTD
+2.18%
1 Year
+4.27%
3 Years (annualized)
+7.13%
5 Years (annualized)
+5.46%
10 Years (annualized)
+4.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CFRYX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P UBS Leveraged Loan Index
This Mutual Fund (YTD)
+2.18%
Peer Avg (YTD)
+0.12%
vs Peers
+2.06%

CFRYX Mutual Fund Performance

CFRYX performance across multiple time periods: 1-month 0.75%, YTD 2.18%, 1-year 4.27%, 3-year 7.13%, 5-year 5.46%, 10-year 4.81%.

CFRYX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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