FLRHX Mutual Fund

FLRHX Mutual Fund

NAV$17.25
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Returns Overview

1 Month
-0.65%
3 Months
+2.64%
6 Months
+5.33%
YTD
+7.29%
1 Year
+16.67%
3 Years (annualized)
+14.08%
5 Years (annualized)
+7.58%
10 Years (annualized)
+10.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLRHX 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)
+7.29%
Peer Avg (YTD)
+6.99%
vs Peers
+0.29%

FLRHX Mutual Fund Performance

FLRHX performance across multiple time periods: 1-month -0.65%, YTD 7.29%, 1-year 16.67%, 3-year 14.08%, 5-year 7.58%, 10-year 10.26%.

FLRHX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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