FLRCX Mutual Fund

FLRCX Mutual Fund

NAV$5.90
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Returns Overview

1 Month
-0.23%
3 Months
+0.21%
6 Months
+1.21%
YTD
+2.20%
1 Year
+3.04%
3 Years (annualized)
+1.40%
5 Years (annualized)
-0.66%
10 Years (annualized)
-0.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLRCX 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
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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)
+2.20%
Peer Avg (YTD)
+1.93%
vs Peers
+0.27%

FLRCX Mutual Fund Performance

FLRCX performance across multiple time periods: 1-month -0.23%, YTD 2.20%, 1-year 3.04%, 3-year 1.40%, 5-year -0.66%, 10-year -0.70%.

FLRCX returns outperform the peer average of 1.93% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

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