FLRVX Mutual Fund

NAV$13.28

Returns Overview

1 Month
+0.09%
3 Months
+6.63%
6 Months
+5.40%
YTD
+5.08%
1 Year
+12.34%
3 Years (annualized)
+10.52%
5 Years (annualized)
+5.09%
10 Years (annualized)
+6.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLRVX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+5.08%
Peer Avg (YTD)
+7.64%
vs Peers
-2.56%

FLRVX Mutual Fund Performance

FLRVX performance across multiple time periods: 1-month 0.09%, YTD 5.08%, 1-year 12.34%, 3-year 10.52%, 5-year 5.09%, 10-year 6.23%.

FLRVX returns trail 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.

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