FLEKX Mutual Fund

FLEKX Mutual Fund

NAV$12.86
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Returns Overview

1 Month
-3.24%
3 Months
+1.30%
6 Months
+8.31%
YTD
+6.86%
1 Year
+9.41%
3 Years (annualized)
+14.37%
5 Years (annualized)
+5.95%
10 Years (annualized)
+6.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLEKX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.86%
Peer Avg (YTD)
+4.97%
vs Peers
+1.90%

FLEKX Mutual Fund Performance

FLEKX performance across multiple time periods: 1-month -3.24%, YTD 6.86%, 1-year 9.41%, 3-year 14.37%, 5-year 5.95%, 10-year 6.78%.

FLEKX returns outperform the peer average of 4.97% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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