SFRCX Mutual Fund

SFRCX Mutual Fund

NAV$7.59
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Returns Overview

1 Month
+0.21%
3 Months
+1.91%
6 Months
+4.06%
YTD
+4.23%
1 Year
+5.78%
3 Years (annualized)
+6.60%
5 Years (annualized)
+5.29%
10 Years (annualized)
+4.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SFRCX 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
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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)
+4.23%
Peer Avg (YTD)
+0.50%
vs Peers
+3.73%

SFRCX Mutual Fund Performance

SFRCX performance across multiple time periods: 1-month 0.21%, YTD 4.23%, 1-year 5.78%, 3-year 6.60%, 5-year 5.29%, 10-year 4.00%.

SFRCX returns outperform the peer average of 0.50% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

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