MYFRX Mutual Fund

MYFRX Mutual Fund

NAV$9.57
See how much of MYFRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.10%
3 Months
+0.42%
6 Months
+1.29%
YTD
+2.65%
1 Year
+3.38%
3 Years (annualized)
+2.33%
5 Years (annualized)
+1.08%
10 Years (annualized)
+0.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MYFRX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.65%
Peer Avg (YTD)
+1.93%
vs Peers
+0.73%

MYFRX Mutual Fund Performance

MYFRX performance across multiple time periods: 1-month -0.10%, YTD 2.65%, 1-year 3.38%, 3-year 2.33%, 5-year 1.08%, 10-year 0.25%.

MYFRX returns outperform the peer average of 1.93% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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