FLRTX Mutual Fund

NAV$15.68

Returns Overview

1 Month
+0.06%
3 Months
+8.74%
6 Months
+7.07%
YTD
+6.57%
1 Year
+16.47%
3 Years (annualized)
+13.09%
5 Years (annualized)
+6.88%
10 Years (annualized)
+8.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLRTX 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)
+6.57%
Peer Avg (YTD)
+7.64%
vs Peers
-1.07%

FLRTX Mutual Fund Performance

FLRTX performance across multiple time periods: 1-month 0.06%, YTD 6.57%, 1-year 16.47%, 3-year 13.09%, 5-year 6.88%, 10-year 8.10%.

FLRTX returns trail 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.

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