FRLCX Mutual Fund

NAV$15.53

Returns Overview

1 Month
+2.01%
3 Months
+10.66%
6 Months
+15.14%
YTD
+15.05%
1 Year
+16.85%
3 Years (annualized)
+9.32%
5 Years (annualized)
+3.35%
10 Years (annualized)
+3.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRLCX 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 USA REIT Index(^MSUREIT)
This Mutual Fund (YTD)
+15.05%
Peer Avg (YTD)
+11.24%
vs Peers
+3.81%

FRLCX Mutual Fund Performance

FRLCX performance across multiple time periods: 1-month 2.01%, YTD 15.05%, 1-year 16.85%, 3-year 9.32%, 5-year 3.35%, 10-year 3.85%.

FRLCX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.93%, investors should weigh costs against performance when evaluating this mutual fund.

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