FLREX Mutual Fund

FLREX Mutual Fund

NAV$17.64
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Returns Overview

1 Month
-0.96%
3 Months
+0.34%
6 Months
+11.67%
YTD
+9.29%
1 Year
+13.27%
3 Years (annualized)
+16.78%
5 Years (annualized)
+8.42%
10 Years (annualized)
+10.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLREX 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)
+9.29%
Peer Avg (YTD)
+7.09%
vs Peers
+2.21%

FLREX Mutual Fund Performance

FLREX performance across multiple time periods: 1-month -0.96%, YTD 9.29%, 1-year 13.27%, 3-year 16.78%, 5-year 8.42%, 10-year 10.30%.

FLREX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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