FILRX Mutual Fund

NAV$17.06

Returns Overview

1 Month
-2.51%
3 Months
+0.95%
6 Months
-7.88%
YTD
-3.34%
1 Year
-0.98%
3 Years (annualized)
+5.49%
5 Years (annualized)
-2.61%
10 Years (annualized)
+7.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FILRX 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
MSCI EAFE (Net) Index
This Mutual Fund (YTD)
-3.34%
Peer Avg (YTD)
+8.97%
vs Peers
-12.31%

FILRX Mutual Fund Performance

FILRX performance across multiple time periods: 1-month -2.51%, YTD -3.34%, 1-year -0.98%, 3-year 5.49%, 5-year -2.61%, 10-year 7.55%.

FILRX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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