GFRCX Mutual Fund

GFRCX Mutual Fund

NAV$8.42
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Returns Overview

1 Month
+0.51%
3 Months
+0.68%
6 Months
+1.20%
YTD
+1.24%
1 Year
+2.06%
3 Years (annualized)
+5.15%
5 Years (annualized)
+3.79%
10 Years (annualized)
+3.23%

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
Credit Suisse Leveraged Loan Index(^CSLLI)
This Mutual Fund (YTD)
+1.24%
Peer Avg (YTD)
+0.12%
vs Peers
+1.12%

GFRCX Mutual Fund Performance

GFRCX performance across multiple time periods: 1-month 0.51%, YTD 1.24%, 1-year 2.06%, 3-year 5.15%, 5-year 3.79%, 10-year 3.23%.

GFRCX returns outperform the peer average of 0.12% 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.