FFRHX Mutual Fund

NAV$9.00

Returns Overview

1 Month
+0.22%
3 Months
-0.22%
6 Months
-1.21%
YTD
-1.21%
1 Year
+3.27%
3 Years (annualized)
+5.96%
5 Years (annualized)
+4.93%
10 Years (annualized)
+4.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FFRHX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P/LSTA Leveraged Performing Loan Index(^SPLSTALPL)
This Mutual Fund (YTD)
-1.21%
Peer Avg (YTD)
+3.23%
vs Peers
-4.43%

FFRHX Mutual Fund Performance

FFRHX performance across multiple time periods: 1-month 0.22%, YTD -1.21%, 1-year 3.27%, 3-year 5.96%, 5-year 4.93%, 10-year 4.73%.

FFRHX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

FFRHX performance comparison shows side-by-side returns with another fund. FFRHX alternatives are available in the Mutual Fund Screener.