FFRAX Mutual Fund

FFRAX Mutual Fund

NAV$8.92
See how much of FFRAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.25%
3 Months
+1.59%
6 Months
+2.85%
YTD
+1.69%
1 Year
+3.02%
3 Years (annualized)
+5.57%
5 Years (annualized)
+4.95%
10 Years (annualized)
+4.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FFRAX 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 Leveraged Performing Loan Index(^SPLSTALPL)
This Mutual Fund (YTD)
+1.69%
Peer Avg (YTD)
+0.50%
vs Peers
+1.19%

FFRAX Mutual Fund Performance

FFRAX performance across multiple time periods: 1-month -0.25%, YTD 1.69%, 1-year 3.02%, 3-year 5.57%, 5-year 4.95%, 10-year 4.39%.

FFRAX returns outperform the peer average of 0.50% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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