FLEJX Mutual Fund

FLEJX Mutual Fund

NAV$43.77
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Returns Overview

1 Month
-0.25%
3 Months
-7.41%
6 Months
+18.68%
YTD
+12.72%
1 Year
+18.06%
3 Years (annualized)
+21.46%
5 Years (annualized)
+12.21%
10 Years (annualized)
+14.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLEJX 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 US Leveraged Stock Linked Index
This Mutual Fund (YTD)
+12.72%
Peer Avg (YTD)
+9.98%
vs Peers
+2.73%

FLEJX Mutual Fund Performance

FLEJX performance across multiple time periods: 1-month -0.25%, YTD 12.72%, 1-year 18.06%, 3-year 21.46%, 5-year 12.21%, 10-year 14.19%.

FLEJX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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