FLROX Mutual Fund

FLROX Mutual Fund

NAV$13.27
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Returns Overview

1 Month
-1.65%
3 Months
-1.20%
6 Months
+5.39%
YTD
+4.02%
1 Year
+6.55%
3 Years (annualized)
+11.18%
5 Years (annualized)
+4.67%
10 Years (annualized)
+6.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLROX 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)
+4.02%
Peer Avg (YTD)
+7.09%
vs Peers
-3.06%

FLROX Mutual Fund Performance

FLROX performance across multiple time periods: 1-month -1.65%, YTD 4.02%, 1-year 6.55%, 3-year 11.18%, 5-year 4.67%, 10-year 6.27%.

FLROX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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