FRFCX Mutual Fund

FRFCX Mutual Fund

NAV$8.86
See how much of FRFCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.03%
3 Months
+1.42%
6 Months
+3.82%
YTD
+3.51%
1 Year
+4.64%
3 Years (annualized)
+6.54%
5 Years (annualized)
+4.96%
10 Years (annualized)
+4.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRFCX 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
Credit Suisse Leveraged Loan Index(^CSLLI)
This Mutual Fund (YTD)
+3.51%
Peer Avg (YTD)
+0.50%
vs Peers
+3.01%

FRFCX Mutual Fund Performance

FRFCX performance across multiple time periods: 1-month -0.03%, YTD 3.51%, 1-year 4.64%, 3-year 6.54%, 5-year 4.96%, 10-year 4.31%.

FRFCX returns outperform the peer average of 0.50% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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