FRLEX Mutual Fund

FRLEX Mutual Fund

NAV$19.01
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Returns Overview

1 Month
-0.48%
3 Months
+3.76%
6 Months
+7.26%
YTD
+9.81%
1 Year
+22.26%
3 Years (annualized)
+17.42%
5 Years (annualized)
+10.04%
10 Years (annualized)
+11.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRLEX 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)
+9.81%
Peer Avg (YTD)
+6.99%
vs Peers
+2.82%

FRLEX Mutual Fund Performance

FRLEX performance across multiple time periods: 1-month -0.48%, YTD 9.81%, 1-year 22.26%, 3-year 17.42%, 5-year 10.04%, 10-year 11.24%.

FRLEX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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