FFRHX Mutual Fund

FFRHX Mutual Fund

NAV$9.03
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Returns Overview

1 Month
+0.78%
3 Months
+0.86%
6 Months
+1.51%
YTD
+2.71%
1 Year
+5.27%
3 Years (annualized)
+7.15%
5 Years (annualized)
+6.12%
10 Years (annualized)
+4.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FFRHX 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
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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/LSTA Leveraged Performing Loan Index(^SPLSTALPL)
This Mutual Fund (YTD)
+2.71%
Peer Avg (YTD)
+0.12%
vs Peers
+2.59%

FFRHX Mutual Fund Performance

FFRHX performance across multiple time periods: 1-month 0.78%, YTD 2.71%, 1-year 5.27%, 3-year 7.15%, 5-year 6.12%, 10-year 4.67%.

FFRHX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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