FFRSX Mutual Fund

FFRSX Mutual Fund

NAV$8.44
See how much of FFRSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.22%
3 Months
+0.87%
6 Months
+1.56%
YTD
+2.58%
1 Year
+3.73%
3 Years (annualized)
+5.81%
5 Years (annualized)
+4.06%
10 Years (annualized)
+3.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FFRSX 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
PROUpgrade to run

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)
+2.58%
Peer Avg (YTD)
+0.72%
vs Peers
+1.86%

FFRSX Mutual Fund Performance

FFRSX performance across multiple time periods: 1-month 0.22%, YTD 2.58%, 1-year 3.73%, 3-year 5.81%, 5-year 4.06%, 10-year 3.58%.

FFRSX returns outperform the peer average of 0.72% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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