FFRSX Mutual Fund

FFRSX Mutual Fund

NAV$8.43
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Returns Overview

1 Month
-0.17%
3 Months
+1.22%
6 Months
+2.23%
YTD
+1.06%
1 Year
+1.93%
3 Years (annualized)
+5.38%
5 Years (annualized)
+3.64%
10 Years (annualized)
+3.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FFRSX 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)
+1.06%
Peer Avg (YTD)
+0.50%
vs Peers
+0.56%

FFRSX Mutual Fund Performance

FFRSX performance across multiple time periods: 1-month -0.17%, YTD 1.06%, 1-year 1.93%, 3-year 5.38%, 5-year 3.64%, 10-year 3.46%.

FFRSX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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