CRFRX Mutual Fund

NAV$13.57

Returns Overview

1 Month
+11.36%
3 Months
+4.80%
6 Months
+12.46%
YTD
+8.02%
1 Year
+30.11%
3 Years (annualized)
+13.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CRFRX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+8.02%
Peer Avg (YTD)
+4.60%
vs Peers
+3.43%

CRFRX Mutual Fund Performance

CRFRX performance across multiple time periods: 1-month 11.36%, YTD 8.02%, 1-year 30.11%, 3-year 13.98%.

CRFRX returns outperform the peer average of 4.60% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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