GFRIX Mutual Fund

NAV$8.44

Returns Overview

1 Month
+0.00%
3 Months
+1.75%
6 Months
+1.16%
YTD
+1.16%
1 Year
+3.03%
3 Years (annualized)
+6.40%
5 Years (annualized)
+4.59%
10 Years (annualized)
+4.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GFRIX 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)
+1.16%
Peer Avg (YTD)
+3.23%
vs Peers
-2.07%

GFRIX Mutual Fund Performance

GFRIX performance across multiple time periods: 1-month 0.00%, YTD 1.16%, 1-year 3.03%, 3-year 6.40%, 5-year 4.59%, 10-year 4.32%.

GFRIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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