FLARX Mutual Fund

FLARX Mutual Fund

NAV$5.87
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Returns Overview

1 Month
+1.02%
3 Months
+1.73%
6 Months
+4.23%
YTD
+3.53%
1 Year
+4.44%
3 Years (annualized)
+6.39%
5 Years (annualized)
+4.75%
10 Years (annualized)
+3.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLARX 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
S&P/LSTA Leveraged Performing Loan Index(^SPLSTALPL)
This Mutual Fund (YTD)
+3.53%
Peer Avg (YTD)
+2.15%
vs Peers
+1.38%

FLARX Mutual Fund Performance

FLARX performance across multiple time periods: 1-month 1.02%, YTD 3.53%, 1-year 4.44%, 3-year 6.39%, 5-year 4.75%, 10-year 3.85%.

FLARX returns outperform the peer average of 2.15% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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