CFRCX Mutual Fund

CFRCX Mutual Fund

NAV$8.94
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Returns Overview

1 Month
+0.12%
3 Months
+1.76%
6 Months
+3.26%
YTD
+1.95%
1 Year
+3.42%
3 Years (annualized)
+6.27%
5 Years (annualized)
+4.29%
10 Years (annualized)
+4.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CFRCX 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
S&P/LSTA US Leveraged Loan 100 Index(SPLL100)
This Mutual Fund (YTD)
+1.95%
Peer Avg (YTD)
+0.50%
vs Peers
+1.45%

CFRCX Mutual Fund Performance

CFRCX performance across multiple time periods: 1-month 0.12%, YTD 1.95%, 1-year 3.42%, 3-year 6.27%, 5-year 4.29%, 10-year 4.06%.

CFRCX returns outperform the peer average of 0.50% YTD. With an expense ratio of 1.94%, investors should weigh costs against performance when evaluating this mutual fund.

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