CFRZX Mutual Fund

CFRZX Mutual Fund

NAV$32.69
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Returns Overview

1 Month
-0.09%
3 Months
+1.80%
6 Months
+1.41%
YTD
+1.41%
1 Year
+4.47%
3 Years (annualized)
+7.25%
5 Years (annualized)
+5.15%
10 Years (annualized)
+4.78%

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)
+1.41%
Peer Avg (YTD)
+3.23%
vs Peers
-1.82%

CFRZX Mutual Fund Performance

CFRZX performance across multiple time periods: 1-month -0.09%, YTD 1.41%, 1-year 4.47%, 3-year 7.25%, 5-year 5.15%, 10-year 4.78%.

CFRZX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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