SFRAX Mutual Fund

NAV$7.60

Returns Overview

1 Month
+0.17%
3 Months
+2.26%
6 Months
+2.57%
YTD
+2.57%
1 Year
+6.19%
3 Years (annualized)
+7.32%
5 Years (annualized)
+5.57%
10 Years (annualized)
+4.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SFRAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Credit Suisse Leveraged Loan Index(^CSLLI)
This Mutual Fund (YTD)
+2.57%
Peer Avg (YTD)
+3.23%
vs Peers
-0.65%

SFRAX Mutual Fund Performance

SFRAX performance across multiple time periods: 1-month 0.17%, YTD 2.57%, 1-year 6.19%, 3-year 7.32%, 5-year 5.57%, 10-year 4.54%.

SFRAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

SFRAX performance comparison shows side-by-side returns with another fund. SFRAX alternatives are available in the Mutual Fund Screener.