FLRZX Mutual Fund

FLRZX Mutual Fund

NAV$16.32
See how much of FLRZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.56%
3 Months
+0.98%
6 Months
+4.79%
YTD
+8.05%
1 Year
+14.41%
3 Years (annualized)
+14.51%
5 Years (annualized)
+7.49%
10 Years (annualized)
+8.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLRZX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+8.05%
Peer Avg (YTD)
+8.76%
vs Peers
-0.71%

FLRZX Mutual Fund Performance

FLRZX performance across multiple time periods: 1-month 1.56%, YTD 8.05%, 1-year 14.41%, 3-year 14.51%, 5-year 7.49%, 10-year 8.96%.

FLRZX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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