GFRCX Mutual Fund

GFRCX Mutual Fund

NAV$8.34
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Returns Overview

1 Month
+0.87%
3 Months
+1.30%
6 Months
+3.04%
YTD
+2.12%
1 Year
+2.52%
3 Years (annualized)
+5.07%
5 Years (annualized)
+3.91%
10 Years (annualized)
+3.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GFRCX 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 UBS Leveraged Loan Index
This Mutual Fund (YTD)
+2.12%
Peer Avg (YTD)
+2.15%
vs Peers
-0.04%

GFRCX Mutual Fund Performance

GFRCX performance across multiple time periods: 1-month 0.87%, YTD 2.12%, 1-year 2.52%, 3-year 5.07%, 5-year 3.91%, 10-year 3.26%.

GFRCX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.77%, investors should weigh costs against performance when evaluating this mutual fund.

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