FFRTX Mutual Fund

FFRTX Mutual Fund

NAV$9.04
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Returns Overview

1 Month
+0.75%
3 Months
+0.81%
6 Months
+1.41%
YTD
+2.53%
1 Year
+5.08%
3 Years (annualized)
+6.10%
5 Years (annualized)
+5.34%
10 Years (annualized)
+4.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FFRTX 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)
+2.53%
Peer Avg (YTD)
+0.12%
vs Peers
+2.41%

FFRTX Mutual Fund Performance

FFRTX performance across multiple time periods: 1-month 0.75%, YTD 2.53%, 1-year 5.08%, 3-year 6.10%, 5-year 5.34%, 10-year 4.66%.

FFRTX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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