FRFZX Mutual Fund

FRFZX Mutual Fund

NAV$8.87
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Returns Overview

1 Month
+0.05%
3 Months
+1.78%
6 Months
+4.34%
YTD
+4.41%
1 Year
+5.81%
3 Years (annualized)
+7.59%
5 Years (annualized)
+5.95%
10 Years (annualized)
+5.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRFZX 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)
+4.41%
Peer Avg (YTD)
+0.50%
vs Peers
+3.91%

FRFZX Mutual Fund Performance

FRFZX performance across multiple time periods: 1-month 0.05%, YTD 4.41%, 1-year 5.81%, 3-year 7.59%, 5-year 5.95%, 10-year 5.32%.

FRFZX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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