CFRCX Mutual Fund

CFRCX Mutual Fund

NAV$8.94
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Returns Overview

1 Month
-0.34%
3 Months
+0.82%
6 Months
+1.79%
YTD
+1.61%
1 Year
+2.79%
3 Years (annualized)
+6.06%
5 Years (annualized)
+4.14%
10 Years (annualized)
+4.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CFRCX 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/LSTA US Leveraged Loan 100 Index(SPLL100)
This Mutual Fund (YTD)
+1.61%
Peer Avg (YTD)
+2.28%
vs Peers
-0.67%

CFRCX Mutual Fund Performance

CFRCX performance across multiple time periods: 1-month -0.34%, YTD 1.61%, 1-year 2.79%, 3-year 6.06%, 5-year 4.14%, 10-year 4.00%.

CFRCX returns trail the peer average of 2.28% YTD. With an expense ratio of 1.94%, investors should weigh costs against performance when evaluating this mutual fund.

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