FLRUX Mutual Fund

FLRUX Mutual Fund

NAV$24.30
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Returns Overview

1 Month
+1.53%
3 Months
+0.33%
6 Months
+1.19%
YTD
+3.26%
1 Year
+3.81%
3 Years (annualized)
+9.21%
5 Years (annualized)
+2.38%
10 Years (annualized)
+3.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLRUX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MORNINGSTAR CONSERVATIVE TARGET RISK INDEX(^MORNINGSTARCONSERVA)
This Mutual Fund (YTD)
+3.26%
Peer Avg (YTD)
+2.95%
vs Peers
+0.31%

FLRUX Mutual Fund Performance

FLRUX performance across multiple time periods: 1-month 1.53%, YTD 3.26%, 1-year 3.81%, 3-year 9.21%, 5-year 2.38%, 10-year 3.94%.

FLRUX returns outperform the peer average of 2.95% YTD. With an expense ratio of 1.54%, investors should weigh costs against performance when evaluating this mutual fund.

FLRUX vs another fund shows side-by-side returns. FLRUX alternatives are available in the Mutual Fund Screener.