GFRSX Mutual Fund

GFRSX Mutual Fund

NAV$8.41
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Returns Overview

1 Month
+0.60%
3 Months
+1.06%
6 Months
+1.72%
YTD
+1.73%
1 Year
+3.00%
3 Years (annualized)
+6.22%
5 Years (annualized)
+4.82%
10 Years (annualized)
+4.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GFRSX 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)
+1.73%
Peer Avg (YTD)
+0.12%
vs Peers
+1.61%

GFRSX Mutual Fund Performance

GFRSX performance across multiple time periods: 1-month 0.60%, YTD 1.73%, 1-year 3.00%, 3-year 6.22%, 5-year 4.82%, 10-year 4.38%.

GFRSX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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