FFRCX Mutual Fund

NAV$9.02

Returns Overview

1 Month
-0.22%
3 Months
+1.12%
6 Months
+0.03%
YTD
-0.08%
1 Year
+2.48%
3 Years (annualized)
+5.05%
5 Years (annualized)
+3.99%
10 Years (annualized)
+3.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FFRCX 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/LSTA Leveraged Performing Loan Index(^SPLSTALPL)
This Mutual Fund (YTD)
-0.08%
Peer Avg (YTD)
+3.23%
vs Peers
-3.31%

FFRCX Mutual Fund Performance

FFRCX performance across multiple time periods: 1-month -0.22%, YTD -0.08%, 1-year 2.48%, 3-year 5.05%, 5-year 3.99%, 10-year 3.72%.

FFRCX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.77%, investors should weigh costs against performance when evaluating this mutual fund.

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