FRFCX Mutual Fund

NAV$8.91

Returns Overview

1 Month
+0.32%
3 Months
+2.38%
6 Months
+2.07%
YTD
+2.07%
1 Year
+4.06%
3 Years (annualized)
+6.76%
5 Years (annualized)
+4.70%
10 Years (annualized)
+4.33%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Credit Suisse Leveraged Loan Index(^CSLLI)
This Mutual Fund (YTD)
+2.07%
Peer Avg (YTD)
+3.23%
vs Peers
-1.16%

FRFCX Mutual Fund Performance

FRFCX performance across multiple time periods: 1-month 0.32%, YTD 2.07%, 1-year 4.06%, 3-year 6.76%, 5-year 4.70%, 10-year 4.33%.

FRFCX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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