FLENX Mutual Fund

FLENX Mutual Fund

NAV$43.94
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Returns Overview

1 Month
-0.25%
3 Months
-7.35%
6 Months
+18.80%
YTD
+12.90%
1 Year
+18.35%
3 Years (annualized)
+21.77%
5 Years (annualized)
+12.49%
10 Years (annualized)
+14.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLENX 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)
+12.90%
Peer Avg (YTD)
+9.98%
vs Peers
+2.92%

FLENX Mutual Fund Performance

FLENX performance across multiple time periods: 1-month -0.25%, YTD 12.90%, 1-year 18.35%, 3-year 21.77%, 5-year 12.49%, 10-year 14.48%.

FLENX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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