FLRGX Mutual Fund

FLRGX Mutual Fund

NAV$16.88
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Returns Overview

1 Month
-0.66%
3 Months
+2.57%
6 Months
+5.04%
YTD
+6.96%
1 Year
+16.06%
3 Years (annualized)
+13.53%
5 Years (annualized)
+7.05%
10 Years (annualized)
+9.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLRGX 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)
+6.96%
Peer Avg (YTD)
+6.99%
vs Peers
-0.03%

FLRGX Mutual Fund Performance

FLRGX performance across multiple time periods: 1-month -0.66%, YTD 6.96%, 1-year 16.06%, 3-year 13.53%, 5-year 7.05%, 10-year 9.60%.

FLRGX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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