FLRAX Mutual Fund

FLRAX Mutual Fund

NAV$47.43
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Returns Overview

1 Month
-1.98%
3 Months
-1.67%
6 Months
+13.40%
YTD
+7.02%
1 Year
+10.63%
3 Years (annualized)
+18.70%
5 Years (annualized)
+10.25%
10 Years (annualized)
+13.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLRAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.02%
Peer Avg (YTD)
+9.98%
vs Peers
-2.96%

FLRAX Mutual Fund Performance

FLRAX performance across multiple time periods: 1-month -1.98%, YTD 7.02%, 1-year 10.63%, 3-year 18.70%, 5-year 10.25%, 10-year 13.85%.

FLRAX returns trail the peer average of 9.98% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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