FLRTX Mutual Fund

FLRTX Mutual Fund

NAV$15.72
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Returns Overview

1 Month
-1.33%
3 Months
-0.64%
6 Months
+8.04%
YTD
+5.89%
1 Year
+10.20%
3 Years (annualized)
+13.37%
5 Years (annualized)
+6.43%
10 Years (annualized)
+7.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLRTX 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)
+5.89%
Peer Avg (YTD)
+7.09%
vs Peers
-1.20%

FLRTX Mutual Fund Performance

FLRTX performance across multiple time periods: 1-month -1.33%, YTD 5.89%, 1-year 10.20%, 3-year 13.37%, 5-year 6.43%, 10-year 7.88%.

FLRTX returns trail the peer average of 7.09% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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