CFRIX Mutual Fund

CFRIX Mutual Fund

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Returns Overview

1 Month
+0.21%
3 Months
+2.01%
6 Months
+3.79%
YTD
+2.74%
1 Year
+4.48%
3 Years (annualized)
+6.27%
5 Years (annualized)
+4.12%
10 Years (annualized)
+3.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CFRIX 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
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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)
+2.74%
Peer Avg (YTD)
+0.50%
vs Peers
+2.24%

CFRIX Mutual Fund Performance

CFRIX performance across multiple time periods: 1-month 0.21%, YTD 2.74%, 1-year 4.48%, 3-year 6.27%, 5-year 4.12%, 10-year 3.88%.

CFRIX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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