FFRLX Mutual Fund

FFRLX Mutual Fund

NAV$8.41
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Returns Overview

1 Month
+0.93%
3 Months
+1.50%
6 Months
+2.80%
YTD
+2.52%
1 Year
+4.49%
3 Years (annualized)
+5.15%
5 Years (annualized)
+3.36%
10 Years (annualized)
+3.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FFRLX 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
Credit Suisse Leveraged Loan Index(^CSLLI)
This Mutual Fund (YTD)
+2.52%
Peer Avg (YTD)
+2.15%
vs Peers
+0.37%

FFRLX Mutual Fund Performance

FFRLX performance across multiple time periods: 1-month 0.93%, YTD 2.52%, 1-year 4.49%, 3-year 5.15%, 5-year 3.36%, 10-year 3.65%.

FFRLX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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