FLRMX Mutual Fund

FLRMX Mutual Fund

NAV$13.35
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Returns Overview

1 Month
-0.83%
3 Months
+1.41%
6 Months
+2.94%
YTD
+4.36%
1 Year
+11.40%
3 Years (annualized)
+9.99%
5 Years (annualized)
+4.95%
10 Years (annualized)
+6.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLRMX 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)
+4.36%
Peer Avg (YTD)
+6.99%
vs Peers
-2.63%

FLRMX Mutual Fund Performance

FLRMX performance across multiple time periods: 1-month -0.83%, YTD 4.36%, 1-year 11.40%, 3-year 9.99%, 5-year 4.95%, 10-year 6.22%.

FLRMX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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