GFRCX Mutual Fund

NAV$8.39

Returns Overview

1 Month
-0.12%
3 Months
-0.83%
6 Months
-1.87%
YTD
-2.21%
1 Year
+2.12%
3 Years (annualized)
+5.38%
5 Years (annualized)
+3.63%
10 Years (annualized)
+3.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GFRCX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Credit Suisse Leveraged Loan Index(^CSLLI)
This Mutual Fund (YTD)
-2.21%
Peer Avg (YTD)
+3.23%
vs Peers
-5.44%

GFRCX Mutual Fund Performance

GFRCX performance across multiple time periods: 1-month -0.12%, YTD -2.21%, 1-year 2.12%, 3-year 5.38%, 5-year 3.63%, 10-year 3.31%.

GFRCX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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