FFRHX Mutual Fund

FFRHX Mutual Fund

NAV$8.92
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Returns Overview

1 Month
-0.89%
3 Months
-0.14%
6 Months
+0.72%
YTD
+0.82%
1 Year
+1.92%
3 Years (annualized)
+4.33%
5 Years (annualized)
+3.79%
10 Years (annualized)
+3.90%

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
PROUpgrade to run
🏦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)
+0.82%
Peer Avg (YTD)
+1.93%
vs Peers
-1.11%

FFRHX Mutual Fund Performance

FFRHX performance across multiple time periods: 1-month -0.89%, YTD 0.82%, 1-year 1.92%, 3-year 4.33%, 5-year 3.79%, 10-year 3.90%.

FFRHX returns trail the peer average of 1.93% 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.