FLIIX Mutual Fund

FLIIX Mutual Fund

NAV$12.59
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Returns Overview

1 Month
-5.54%
3 Months
-5.17%
6 Months
-4.35%
YTD
+2.89%
1 Year
+4.56%
3 Years (annualized)
+13.57%
5 Years (annualized)
+6.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLIIX 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 Global 1200 Total Return Index(^SPG1200T:SP)
This Mutual Fund (YTD)
+2.89%
Peer Avg (YTD)
+4.73%
vs Peers
-1.84%

FLIIX Mutual Fund Performance

FLIIX performance across multiple time periods: 1-month -5.54%, YTD 2.89%, 1-year 4.56%, 3-year 13.57%, 5-year 6.78%.

FLIIX returns trail the peer average of 4.73% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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