FLRSX Mutual Fund

FLRSX Mutual Fund

NAV$15.85
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Returns Overview

1 Month
-0.50%
3 Months
-0.25%
6 Months
+1.98%
YTD
+5.97%
1 Year
+7.42%
3 Years (annualized)
+15.29%
5 Years (annualized)
+5.88%
10 Years (annualized)
+8.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLRSX 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)
+5.97%
Peer Avg (YTD)
+6.70%
vs Peers
-0.73%

FLRSX Mutual Fund Performance

FLRSX performance across multiple time periods: 1-month -0.50%, YTD 5.97%, 1-year 7.42%, 3-year 15.29%, 5-year 5.88%, 10-year 8.05%.

FLRSX returns trail the peer average of 6.70% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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