FLRDX Mutual Fund

FLRDX Mutual Fund

NAV$11.30
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Returns Overview

1 Month
-0.44%
3 Months
+1.28%
6 Months
+2.40%
YTD
+3.80%
1 Year
+9.85%
3 Years (annualized)
+8.55%
5 Years (annualized)
+4.82%
10 Years (annualized)
+5.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLRDX 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 ACWI Index (Net)
This Mutual Fund (YTD)
+3.80%
Peer Avg (YTD)
+6.99%
vs Peers
-3.19%

FLRDX Mutual Fund Performance

FLRDX performance across multiple time periods: 1-month -0.44%, YTD 3.80%, 1-year 9.85%, 3-year 8.55%, 5-year 4.82%, 10-year 5.20%.

FLRDX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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