GFRSX Mutual Fund

NAV$8.39

Returns Overview

3 Months
-0.71%
6 Months
-1.87%
YTD
-2.33%
1 Year
+3.06%
3 Years (annualized)
+6.46%
5 Years (annualized)
+4.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GFRSX 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)
-2.33%
Peer Avg (YTD)
+3.23%
vs Peers
-5.56%

GFRSX Mutual Fund Performance

GFRSX performance across multiple time periods: YTD -2.33%, 1-year 3.06%, 3-year 6.46%, 5-year 4.66%.

GFRSX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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