FLRVX Mutual Fund

FLRVX Mutual Fund

NAV$13.00
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Returns Overview

1 Month
+0.23%
3 Months
-0.30%
6 Months
+1.10%
YTD
+3.89%
1 Year
+4.95%
3 Years (annualized)
+12.04%
5 Years (annualized)
+3.89%
10 Years (annualized)
+5.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLRVX 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
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+3.89%
Peer Avg (YTD)
+6.71%
vs Peers
-2.82%

FLRVX Mutual Fund Performance

FLRVX performance across multiple time periods: 1-month 0.23%, YTD 3.89%, 1-year 4.95%, 3-year 12.04%, 5-year 3.89%, 10-year 5.63%.

FLRVX returns trail the peer average of 6.71% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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