FRFZX Mutual Fund

NAV$8.90

Returns Overview

1 Month
+0.29%
3 Months
+2.51%
6 Months
+2.58%
YTD
+2.58%
1 Year
+4.91%
3 Years (annualized)
+7.73%
5 Years (annualized)
+5.68%
10 Years (annualized)
+5.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRFZX 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
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Credit Suisse Leveraged Loan Index(^CSLLI)
This Mutual Fund (YTD)
+2.58%
Peer Avg (YTD)
+3.23%
vs Peers
-0.65%

FRFZX Mutual Fund Performance

FRFZX performance across multiple time periods: 1-month 0.29%, YTD 2.58%, 1-year 4.91%, 3-year 7.73%, 5-year 5.68%, 10-year 5.33%.

FRFZX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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