FLRMX Mutual Fund

FLRMX Mutual Fund

NAV$13.18
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Returns Overview

1 Month
-1.66%
3 Months
-1.28%
6 Months
+5.26%
YTD
+3.88%
1 Year
+6.32%
3 Years (annualized)
+10.88%
5 Years (annualized)
+4.42%
10 Years (annualized)
+6.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLRMX 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)
+3.88%
Peer Avg (YTD)
+7.09%
vs Peers
-3.20%

FLRMX Mutual Fund Performance

FLRMX performance across multiple time periods: 1-month -1.66%, YTD 3.88%, 1-year 6.32%, 3-year 10.88%, 5-year 4.42%, 10-year 6.00%.

FLRMX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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