FAFRX Mutual Fund

FAFRX Mutual Fund

NAV$7.19
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Returns Overview

1 Month
-0.42%
3 Months
+0.36%
6 Months
+1.88%
YTD
+2.35%
1 Year
+2.69%
3 Years (annualized)
+5.99%
5 Years (annualized)
+5.52%
10 Years (annualized)
+3.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAFRX 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)
+2.35%
Peer Avg (YTD)
+2.28%
vs Peers
+0.07%

FAFRX Mutual Fund Performance

FAFRX performance across multiple time periods: 1-month -0.42%, YTD 2.35%, 1-year 2.69%, 3-year 5.99%, 5-year 5.52%, 10-year 3.79%.

FAFRX returns outperform the peer average of 2.28% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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