SFRAX Mutual Fund

SFRAX Mutual Fund

NAV$7.57
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Returns Overview

1 Month
-0.92%
3 Months
+0.49%
6 Months
+1.98%
YTD
+3.72%
1 Year
+5.41%
3 Years (annualized)
+6.81%
5 Years (annualized)
+5.54%
10 Years (annualized)
+3.99%

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
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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)
+3.72%
Peer Avg (YTD)
+1.93%
vs Peers
+1.79%

SFRAX Mutual Fund Performance

SFRAX performance across multiple time periods: 1-month -0.92%, YTD 3.72%, 1-year 5.41%, 3-year 6.81%, 5-year 5.54%, 10-year 3.99%.

SFRAX returns outperform the peer average of 1.93% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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