GFRAX Mutual Fund

GFRAX Mutual Fund

NAV$8.31
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Returns Overview

1 Month
-0.53%
3 Months
+0.97%
6 Months
+2.80%
YTD
+2.01%
1 Year
+2.66%
3 Years (annualized)
+5.90%
5 Years (annualized)
+4.64%
10 Years (annualized)
+4.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GFRAX 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
S&P UBS Leveraged Loan Index
This Mutual Fund (YTD)
+2.01%
Peer Avg (YTD)
+0.50%
vs Peers
+1.51%

GFRAX Mutual Fund Performance

GFRAX performance across multiple time periods: 1-month -0.53%, YTD 2.01%, 1-year 2.66%, 3-year 5.90%, 5-year 4.64%, 10-year 4.02%.

GFRAX 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.

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