FRLEX Mutual Fund

NAV$19.28

Returns Overview

1 Month
-0.03%
3 Months
+13.36%
6 Months
+11.09%
YTD
+10.34%
1 Year
+23.90%
3 Years (annualized)
+18.97%
5 Years (annualized)
+11.58%
10 Years (annualized)
+12.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRLEX 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 ACWI Index (Net)
This Mutual Fund (YTD)
+10.34%
Peer Avg (YTD)
+7.64%
vs Peers
+2.70%

FRLEX Mutual Fund Performance

FRLEX performance across multiple time periods: 1-month -0.03%, YTD 10.34%, 1-year 23.90%, 3-year 18.97%, 5-year 11.58%, 10-year 12.34%.

FRLEX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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