FLROX Mutual Fund

FLROX Mutual Fund

NAV$13.20
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Returns Overview

1 Month
-0.75%
3 Months
+1.55%
6 Months
+3.16%
YTD
+4.50%
1 Year
+11.79%
3 Years (annualized)
+10.14%
5 Years (annualized)
+4.74%
10 Years (annualized)
+6.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLROX 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)
+4.50%
Peer Avg (YTD)
+6.99%
vs Peers
-2.50%

FLROX Mutual Fund Performance

FLROX performance across multiple time periods: 1-month -0.75%, YTD 4.50%, 1-year 11.79%, 3-year 10.14%, 5-year 4.74%, 10-year 6.23%.

FLROX returns trail 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.

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