SFRZX Mutual Fund

SFRZX Mutual Fund

NAV$7.60
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Returns Overview

1 Month
+0.42%
3 Months
+2.30%
6 Months
+4.58%
YTD
+5.15%
1 Year
+6.98%
3 Years (annualized)
+7.62%
5 Years (annualized)
+6.36%
10 Years (annualized)
+5.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SFRZX 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)
+5.15%
Peer Avg (YTD)
+0.50%
vs Peers
+4.65%

SFRZX Mutual Fund Performance

SFRZX performance across multiple time periods: 1-month 0.42%, YTD 5.15%, 1-year 6.98%, 3-year 7.62%, 5-year 6.36%, 10-year 5.09%.

SFRZX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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