FLEOX Mutual Fund

FLEOX Mutual Fund

NAV$43.95
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Returns Overview

1 Month
-0.23%
3 Months
-7.33%
6 Months
+18.87%
YTD
+13.00%
1 Year
+18.48%
3 Years (annualized)
+21.87%
5 Years (annualized)
+12.57%
10 Years (annualized)
+14.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLEOX 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)
+13.00%
Peer Avg (YTD)
+9.98%
vs Peers
+3.02%

FLEOX Mutual Fund Performance

FLEOX performance across multiple time periods: 1-month -0.23%, YTD 13.00%, 1-year 18.48%, 3-year 21.87%, 5-year 12.57%, 10-year 14.54%.

FLEOX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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