FLRYX Mutual Fund

NAV$49.61

Returns Overview

1 Month
-0.56%
3 Months
+15.38%
6 Months
+9.39%
YTD
+8.97%
1 Year
+20.89%
3 Years (annualized)
+20.06%
5 Years (annualized)
+11.36%
10 Years (annualized)
+14.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLRYX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.97%
Peer Avg (YTD)
+9.51%
vs Peers
-0.54%

FLRYX Mutual Fund Performance

FLRYX performance across multiple time periods: 1-month -0.56%, YTD 8.97%, 1-year 20.89%, 3-year 20.06%, 5-year 11.36%, 10-year 14.84%.

FLRYX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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