FLRHX Mutual Fund

NAV$17.23

Returns Overview

1 Month
+0.11%
3 Months
+10.24%
6 Months
+8.52%
YTD
+7.99%
1 Year
+19.91%
3 Years (annualized)
+17.03%
5 Years (annualized)
+9.45%
10 Years (annualized)
+10.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLRHX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+7.99%
Peer Avg (YTD)
+7.64%
vs Peers
+0.35%

FLRHX Mutual Fund Performance

FLRHX performance across multiple time periods: 1-month 0.11%, YTD 7.99%, 1-year 19.91%, 3-year 17.03%, 5-year 9.45%, 10-year 10.64%.

FLRHX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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