FLRSX Mutual Fund

NAV$16.19

Returns Overview

1 Month
+0.05%
3 Months
+8.88%
6 Months
+7.39%
YTD
+6.97%
1 Year
+17.30%
3 Years (annualized)
+13.93%
5 Years (annualized)
+7.65%
10 Years (annualized)
+8.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLRSX 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)
+6.97%
Peer Avg (YTD)
+7.64%
vs Peers
-0.67%

FLRSX Mutual Fund Performance

FLRSX performance across multiple time periods: 1-month 0.05%, YTD 6.97%, 1-year 17.30%, 3-year 13.93%, 5-year 7.65%, 10-year 8.90%.

FLRSX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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