FLRIX Mutual Fund

FLRIX Mutual Fund

NAV$17.89
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Returns Overview

1 Month
-0.62%
3 Months
+3.20%
6 Months
+6.17%
YTD
+8.47%
1 Year
+18.81%
3 Years (annualized)
+15.29%
5 Years (annualized)
+8.17%
10 Years (annualized)
+9.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLRIX 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)
+8.47%
Peer Avg (YTD)
+6.99%
vs Peers
+1.47%

FLRIX Mutual Fund Performance

FLRIX performance across multiple time periods: 1-month -0.62%, YTD 8.47%, 1-year 18.81%, 3-year 15.29%, 5-year 8.17%, 10-year 9.68%.

FLRIX returns outperform the peer average of 6.99% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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