FFRIX Mutual Fund

FFRIX Mutual Fund

NAV$8.90
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Returns Overview

1 Month
-0.89%
3 Months
-0.03%
6 Months
+0.82%
YTD
+0.91%
1 Year
+2.01%
3 Years (annualized)
+4.34%
5 Years (annualized)
+3.79%
10 Years (annualized)
+3.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FFRIX 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)
+0.91%
Peer Avg (YTD)
+1.93%
vs Peers
-1.02%

FFRIX Mutual Fund Performance

FFRIX performance across multiple time periods: 1-month -0.89%, YTD 0.91%, 1-year 2.01%, 3-year 4.34%, 5-year 3.79%, 10-year 3.86%.

FFRIX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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