FITLX Mutual Fund

FITLX Mutual Fund

NAV$35.19
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Returns Overview

1 Month
-0.81%
3 Months
+2.68%
6 Months
+20.31%
YTD
+12.98%
1 Year
+17.47%
3 Years (annualized)
+21.28%
5 Years (annualized)
+12.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FITLX 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 ESG Leaders Index(M2UEL)
This Mutual Fund (YTD)
+12.98%
Peer Avg (YTD)
+9.98%
vs Peers
+2.99%

FITLX Mutual Fund Performance

FITLX performance across multiple time periods: 1-month -0.81%, YTD 12.98%, 1-year 17.47%, 3-year 21.28%, 5-year 12.91%.

FITLX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.11%, investors should weigh costs against performance when evaluating this mutual fund.

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