CFRZX Mutual Fund

CFRZX Mutual Fund

NAV$32.76
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Returns Overview

1 Month
+0.71%
3 Months
+1.27%
6 Months
+2.63%
YTD
+2.13%
1 Year
+4.18%
3 Years (annualized)
+7.04%
5 Years (annualized)
+5.38%
10 Years (annualized)
+4.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CFRZX 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
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📉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 UBS Leveraged Loan Index
This Mutual Fund (YTD)
+2.13%
Peer Avg (YTD)
+0.12%
vs Peers
+2.01%

CFRZX Mutual Fund Performance

CFRZX performance across multiple time periods: 1-month 0.71%, YTD 2.13%, 1-year 4.18%, 3-year 7.04%, 5-year 5.38%, 10-year 4.72%.

CFRZX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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