FLARX Mutual Fund

NAV$5.87

Returns Overview

3 Months
-0.34%
6 Months
-0.68%
YTD
-1.18%
1 Year
+4.19%
3 Years (annualized)
+6.75%
5 Years (annualized)
+4.48%
10 Years (annualized)
+3.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLARX 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
S&P/LSTA Leveraged Performing Loan Index(^SPLSTALPL)
This Mutual Fund (YTD)
-1.18%
Peer Avg (YTD)
+3.23%
vs Peers
-4.41%

FLARX Mutual Fund Performance

FLARX performance across multiple time periods: YTD -1.18%, 1-year 4.19%, 3-year 6.75%, 5-year 4.48%, 10-year 3.84%.

FLARX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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