FLERX Mutual Fund

FLERX Mutual Fund

NAV$16.11
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Returns Overview

1 Month
-0.49%
3 Months
-0.25%
6 Months
+2.01%
YTD
+6.13%
1 Year
+7.65%
3 Years (annualized)
+15.62%
5 Years (annualized)
+6.35%
10 Years (annualized)
+8.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLERX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+6.13%
Peer Avg (YTD)
+6.71%
vs Peers
-0.57%

FLERX Mutual Fund Performance

FLERX performance across multiple time periods: 1-month -0.49%, YTD 6.13%, 1-year 7.65%, 3-year 15.62%, 5-year 6.35%, 10-year 8.44%.

FLERX returns trail the peer average of 6.71% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

FLERX vs another fund shows side-by-side returns. FLERX alternatives are available in the Mutual Fund Screener.