FLRJX Mutual Fund

FLRJX Mutual Fund

NAV$18.82
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Returns Overview

1 Month
-0.03%
3 Months
+12.33%
6 Months
+10.11%
YTD
+9.41%
1 Year
+22.36%
3 Years (annualized)
+18.99%
5 Years (annualized)
+10.65%
10 Years (annualized)
+11.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLRJX 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)
+9.41%
Peer Avg (YTD)
+7.64%
vs Peers
+1.77%

FLRJX Mutual Fund Performance

FLRJX performance across multiple time periods: 1-month -0.03%, YTD 9.41%, 1-year 22.36%, 3-year 18.99%, 5-year 10.65%, 10-year 11.68%.

FLRJX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

FLRJX performance comparison shows side-by-side returns with another fund. FLRJX alternatives are available in the Mutual Fund Screener.