IFRCX Mutual Fund

IFRCX Mutual Fund

NAV$7.96
See how much of IFRCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.25%
3 Months
+1.28%
6 Months
+0.95%
YTD
+1.49%
1 Year
+4.70%
3 Years (annualized)
+4.98%
5 Years (annualized)
+3.37%
10 Years (annualized)
+1.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IFRCX 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/LSTA Leveraged Loan Index (LLI)(SPBDALB)
This Mutual Fund (YTD)
+1.49%
Peer Avg (YTD)
+2.84%
vs Peers
-1.35%

IFRCX Mutual Fund Performance

IFRCX performance across multiple time periods: 1-month -0.25%, YTD 1.49%, 1-year 4.70%, 3-year 4.98%, 5-year 3.37%, 10-year 1.90%.

IFRCX returns trail the peer average of 2.84% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

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