FLRCX Mutual Fund

FLRCX Mutual Fund

NAV$5.92
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Returns Overview

1 Month
+0.78%
3 Months
+1.36%
6 Months
+3.47%
YTD
+2.85%
1 Year
+3.51%
3 Years (annualized)
+5.37%
5 Years (annualized)
+3.83%
10 Years (annualized)
+3.08%

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
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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)
+2.85%
Peer Avg (YTD)
+2.15%
vs Peers
+0.69%

FLRCX Mutual Fund Performance

FLRCX performance across multiple time periods: 1-month 0.78%, YTD 2.85%, 1-year 3.51%, 3-year 5.37%, 5-year 3.83%, 10-year 3.08%.

FLRCX returns outperform the peer average of 2.15% 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.