FILRX Mutual Fund

FILRX Mutual Fund

NAV$17.12
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Returns Overview

1 Month
-4.19%
3 Months
-2.83%
6 Months
+8.00%
YTD
-2.83%
1 Year
-4.03%
3 Years (annualized)
+6.71%
5 Years (annualized)
-3.29%
10 Years (annualized)
+6.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FILRX 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 EAFE (Net) Index
This Mutual Fund (YTD)
-2.83%
Peer Avg (YTD)
+8.68%
vs Peers
-11.51%

FILRX Mutual Fund Performance

FILRX performance across multiple time periods: 1-month -4.19%, YTD -2.83%, 1-year -4.03%, 3-year 6.71%, 5-year -3.29%, 10-year 6.88%.

FILRX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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