FLRWX Mutual Fund

FLRWX Mutual Fund

NAV$15.73
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Returns Overview

1 Month
-0.50%
3 Months
-0.32%
6 Months
+1.86%
YTD
+5.72%
1 Year
+7.13%
3 Years (annualized)
+14.99%
5 Years (annualized)
+5.61%
10 Years (annualized)
+7.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLRWX 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)
+5.72%
Peer Avg (YTD)
+6.71%
vs Peers
-0.98%

FLRWX Mutual Fund Performance

FLRWX performance across multiple time periods: 1-month -0.50%, YTD 5.72%, 1-year 7.13%, 3-year 14.99%, 5-year 5.61%, 10-year 7.78%.

FLRWX 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.

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