FRLCX Mutual Fund

FRLCX Mutual Fund

NAV$14.04
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Returns Overview

1 Month
-5.73%
3 Months
-6.29%
6 Months
+3.70%
YTD
+7.82%
1 Year
+7.00%
3 Years (annualized)
+9.62%
5 Years (annualized)
+1.89%
10 Years (annualized)
+3.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRLCX 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 USA REIT Index(^MSUREIT)
This Mutual Fund (YTD)
+7.82%
Peer Avg (YTD)
+4.73%
vs Peers
+3.09%

FRLCX Mutual Fund Performance

FRLCX performance across multiple time periods: 1-month -5.73%, YTD 7.82%, 1-year 7.00%, 3-year 9.62%, 5-year 1.89%, 10-year 3.79%.

FRLCX returns outperform the peer average of 4.73% YTD. With an expense ratio of 1.93%, investors should weigh costs against performance when evaluating this mutual fund.

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