FFRAX Mutual Fund

FFRAX Mutual Fund

NAV$8.93
See how much of FFRAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.89%
3 Months
-0.07%
6 Months
+0.74%
YTD
+0.79%
1 Year
+1.84%
3 Years (annualized)
+4.16%
5 Years (annualized)
+3.60%
10 Years (annualized)
+3.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FFRAX 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/LSTA Leveraged Performing Loan Index(^SPLSTALPL)
This Mutual Fund (YTD)
+0.79%
Peer Avg (YTD)
+1.93%
vs Peers
-1.14%

FFRAX Mutual Fund Performance

FFRAX performance across multiple time periods: 1-month -0.89%, YTD 0.79%, 1-year 1.84%, 3-year 4.16%, 5-year 3.60%, 10-year 3.65%.

FFRAX returns trail the peer average of 1.93% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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