FLIAX Mutual Fund

FLIAX Mutual Fund

NAV$11.27
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Returns Overview

1 Month
-7.38%
3 Months
-6.16%
6 Months
-3.35%
YTD
+7.46%
1 Year
+7.50%
3 Years (annualized)
+15.50%
5 Years (annualized)
+7.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLIAX 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 Total Return(^SP500TR:SP)
This Mutual Fund (YTD)
+7.46%
Peer Avg (YTD)
+0.92%
vs Peers
+6.54%

FLIAX Mutual Fund Performance

FLIAX performance across multiple time periods: 1-month -7.38%, YTD 7.46%, 1-year 7.50%, 3-year 15.50%, 5-year 7.71%.

FLIAX returns outperform the peer average of 0.92% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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