FLRGX Mutual Fund

FLRGX Mutual Fund

NAV$16.81
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Returns Overview

1 Month
+1.75%
3 Months
+1.13%
6 Months
+5.52%
YTD
+8.84%
1 Year
+15.65%
3 Years (annualized)
+16.85%
5 Years (annualized)
+8.52%
10 Years (annualized)
+9.76%

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)
+8.84%
Peer Avg (YTD)
+8.76%
vs Peers
+0.08%

FLRGX Mutual Fund Performance

FLRGX performance across multiple time periods: 1-month 1.75%, YTD 8.84%, 1-year 15.65%, 3-year 16.85%, 5-year 8.52%, 10-year 9.76%.

FLRGX returns outperform the peer average of 8.76% 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.