FLRCX Mutual Fund

NAV$5.92

Returns Overview

3 Months
-0.34%
6 Months
-0.67%
YTD
-1.17%
1 Year
+3.44%
3 Years (annualized)
+5.79%
5 Years (annualized)
+3.62%
10 Years (annualized)
+3.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLRCX 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)
-1.17%
Peer Avg (YTD)
+3.23%
vs Peers
-4.40%

FLRCX Mutual Fund Performance

FLRCX performance across multiple time periods: YTD -1.17%, 1-year 3.44%, 3-year 5.79%, 5-year 3.62%, 10-year 3.09%.

FLRCX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

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