CFRYX Mutual Fund

NAV$32.72

Returns Overview

1 Month
-0.11%
3 Months
+1.82%
6 Months
+1.42%
YTD
+1.42%
1 Year
+4.52%
3 Years (annualized)
+7.32%
5 Years (annualized)
+5.23%
10 Years (annualized)
+4.85%

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

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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 UBS Leveraged Loan Index
This Mutual Fund (YTD)
+1.42%
Peer Avg (YTD)
+3.23%
vs Peers
-1.81%

CFRYX Mutual Fund Performance

CFRYX performance across multiple time periods: 1-month -0.11%, YTD 1.42%, 1-year 4.52%, 3-year 7.32%, 5-year 5.23%, 10-year 4.85%.

CFRYX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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