FILRX Mutual Fund

FILRX Mutual Fund

NAV$17.15
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Returns Overview

1 Month
-0.29%
3 Months
-0.47%
6 Months
+1.06%
YTD
-3.12%
1 Year
-3.95%
3 Years (annualized)
+10.79%
5 Years (annualized)
-3.23%
10 Years (annualized)
+6.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FILRX 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 EAFE (Net) Index
This Mutual Fund (YTD)
-3.12%
Peer Avg (YTD)
+5.23%
vs Peers
-8.35%

FILRX Mutual Fund Performance

FILRX performance across multiple time periods: 1-month -0.29%, YTD -3.12%, 1-year -3.95%, 3-year 10.79%, 5-year -3.23%, 10-year 6.66%.

FILRX returns trail the peer average of 5.23% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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