FLESX Mutual Fund

FLESX Mutual Fund

NAV$15.12
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Returns Overview

1 Month
-0.60%
3 Months
+1.15%
6 Months
+14.79%
YTD
+11.55%
1 Year
+16.40%
3 Years (annualized)
+18.83%
5 Years (annualized)
+9.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLESX 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 ACWI Index (Net)
This Mutual Fund (YTD)
+11.55%
Peer Avg (YTD)
+7.09%
vs Peers
+4.46%

FLESX Mutual Fund Performance

FLESX performance across multiple time periods: 1-month -0.60%, YTD 11.55%, 1-year 16.40%, 3-year 18.83%, 5-year 9.82%.

FLESX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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