FILSX Mutual Fund

FILSX Mutual Fund

NAV$10.61
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Returns Overview

1 Month
-1.95%
3 Months
-1.77%
6 Months
+4.34%
YTD
+4.25%
1 Year
+6.49%
3 Years (annualized)
+10.51%
5 Years (annualized)
+4.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FILSX 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
Fidelity Freedom 2015 Composite Index(^FIDF15)
This Mutual Fund (YTD)
+4.25%
Peer Avg (YTD)
+7.09%
vs Peers
-2.84%

FILSX Mutual Fund Performance

FILSX performance across multiple time periods: 1-month -1.95%, YTD 4.25%, 1-year 6.49%, 3-year 10.51%, 5-year 4.22%.

FILSX returns trail the peer average of 7.09% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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