GFRIX Mutual Fund

GFRIX Mutual Fund

NAV$8.36
See how much of GFRIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.83%
3 Months
+1.56%
6 Months
+3.56%
YTD
+2.80%
1 Year
+3.55%
3 Years (annualized)
+6.13%
5 Years (annualized)
+4.90%
10 Years (annualized)
+4.28%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P UBS Leveraged Loan Index
This Mutual Fund (YTD)
+2.80%
Peer Avg (YTD)
+2.15%
vs Peers
+0.65%

GFRIX Mutual Fund Performance

GFRIX performance across multiple time periods: 1-month 0.83%, YTD 2.80%, 1-year 3.55%, 3-year 6.13%, 5-year 4.90%, 10-year 4.28%.

GFRIX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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