FRACX Mutual Fund

FRACX Mutual Fund

NAV$9.64
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Returns Overview

1 Month
-2.39%
3 Months
-3.62%
6 Months
-2.29%
YTD
-2.62%
1 Year
-2.13%
3 Years (annualized)
+4.32%
5 Years (annualized)
+1.06%
10 Years (annualized)
+2.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRACX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-2.62%
Peer Avg (YTD)
+0.50%
vs Peers
-3.12%

FRACX Mutual Fund Performance

FRACX performance across multiple time periods: 1-month -2.39%, YTD -2.62%, 1-year -2.13%, 3-year 4.32%, 5-year 1.06%, 10-year 2.27%.

FRACX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.84%, investors should weigh costs against performance when evaluating this mutual fund.

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