FLROX Mutual Fund

NAV$13.41

Returns Overview

1 Month
+0.09%
3 Months
+6.67%
6 Months
+5.61%
YTD
+5.29%
1 Year
+12.81%
3 Years (annualized)
+11.09%
5 Years (annualized)
+5.61%
10 Years (annualized)
+6.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLROX 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)
+5.29%
Peer Avg (YTD)
+7.64%
vs Peers
-2.35%

FLROX Mutual Fund Performance

FLROX performance across multiple time periods: 1-month 0.09%, YTD 5.29%, 1-year 12.81%, 3-year 11.09%, 5-year 5.61%, 10-year 6.76%.

FLROX returns trail 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.

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