SFRRX Mutual Fund

NAV$6.23

Returns Overview

1 Month
+0.49%
3 Months
+1.46%
6 Months
+1.01%
YTD
+1.33%
1 Year
+4.13%
3 Years (annualized)
+7.11%
5 Years (annualized)
+5.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SFRRX 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
Custom Invesco Senior Floating Rate Index
This Mutual Fund (YTD)
+1.33%
Peer Avg (YTD)
+3.23%
vs Peers
-1.90%

SFRRX Mutual Fund Performance

SFRRX performance across multiple time periods: 1-month 0.49%, YTD 1.33%, 1-year 4.13%, 3-year 7.11%, 5-year 5.71%.

SFRRX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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