LRRRX Mutual Fund

LRRRX Mutual Fund

NAV$8.00
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Returns Overview

1 Month
+1.13%
3 Months
+2.12%
6 Months
+4.25%
YTD
+3.71%
1 Year
+5.99%
3 Years (annualized)
+6.05%
5 Years (annualized)
+4.93%
10 Years (annualized)
+3.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LRRRX 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
Morningstar LSTA US Leveraged Loan Index
This Mutual Fund (YTD)
+3.71%
Peer Avg (YTD)
+2.15%
vs Peers
+1.56%

LRRRX Mutual Fund Performance

LRRRX performance across multiple time periods: 1-month 1.13%, YTD 3.71%, 1-year 5.99%, 3-year 6.05%, 5-year 4.93%, 10-year 3.89%.

LRRRX returns outperform the peer average of 2.15% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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