FRFAX Mutual Fund

FRFAX Mutual Fund

NAV$8.88
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Returns Overview

1 Month
+1.06%
3 Months
+1.96%
6 Months
+4.39%
YTD
+4.18%
1 Year
+5.53%
3 Years (annualized)
+7.34%
5 Years (annualized)
+5.57%
10 Years (annualized)
+4.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRFAX 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)
+4.18%
Peer Avg (YTD)
+2.15%
vs Peers
+2.02%

FRFAX Mutual Fund Performance

FRFAX performance across multiple time periods: 1-month 1.06%, YTD 4.18%, 1-year 5.53%, 3-year 7.34%, 5-year 5.57%, 10-year 4.93%.

FRFAX returns outperform the peer average of 2.15% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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