FLRAX Mutual Fund

NAV$49.08
See inside every fund you own
$99/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
-0.57%
3 Months
+15.32%
6 Months
+9.26%
YTD
+8.83%
1 Year
+20.88%
3 Years (annualized)
+19.76%
5 Years (annualized)
+11.07%
10 Years (annualized)
+14.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLRAX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.83%
Peer Avg (YTD)
+9.51%
vs Peers
-0.67%

FLRAX Mutual Fund Performance

FLRAX performance across multiple time periods: 1-month -0.57%, YTD 8.83%, 1-year 20.88%, 3-year 19.76%, 5-year 11.07%, 10-year 14.54%.

FLRAX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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