FLRIX Mutual Fund

NAV$17.67

Returns Overview

1 Month
-0.09%
3 Months
+12.18%
6 Months
+9.81%
YTD
+9.15%
1 Year
+21.84%
3 Years (annualized)
+18.57%
5 Years (annualized)
+10.21%
10 Years (annualized)
+11.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLRIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+9.15%
Peer Avg (YTD)
+7.64%
vs Peers
+1.51%

FLRIX Mutual Fund Performance

FLRIX performance across multiple time periods: 1-month -0.09%, YTD 9.15%, 1-year 21.84%, 3-year 18.57%, 5-year 10.21%, 10-year 11.63%.

FLRIX returns outperform the peer average of 7.64% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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