FRFCX Mutual Fund

FRFCX Mutual Fund

NAV$8.87
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Returns Overview

1 Month
-0.79%
3 Months
+0.06%
6 Months
+1.40%
YTD
+2.70%
1 Year
+3.88%
3 Years (annualized)
+6.51%
5 Years (annualized)
+4.70%
10 Years (annualized)
+4.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRFCX 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)
+2.70%
Peer Avg (YTD)
+1.93%
vs Peers
+0.77%

FRFCX Mutual Fund Performance

FRFCX performance across multiple time periods: 1-month -0.79%, YTD 2.70%, 1-year 3.88%, 3-year 6.51%, 5-year 4.70%, 10-year 4.08%.

FRFCX returns outperform the peer average of 1.93% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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