FFRDX Mutual Fund

FFRDX Mutual Fund

NAV$7.21
See how much of FFRDX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.96%
3 Months
+1.95%
6 Months
+3.97%
YTD
+3.02%
1 Year
+3.54%
3 Years (annualized)
+6.87%
5 Years (annualized)
+6.06%
10 Years (annualized)
+4.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FFRDX 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
Credit Suisse Leveraged Loan Index(^CSLLI)
This Mutual Fund (YTD)
+3.02%
Peer Avg (YTD)
+2.15%
vs Peers
+0.87%

FFRDX Mutual Fund Performance

FFRDX performance across multiple time periods: 1-month 0.96%, YTD 3.02%, 1-year 3.54%, 3-year 6.87%, 5-year 6.06%, 10-year 4.38%.

FFRDX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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