FLPEX Mutual Fund

FLPEX Mutual Fund

NAV$41.08
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Returns Overview

1 Month
-5.22%
3 Months
-1.87%
6 Months
+8.48%
YTD
+8.24%
1 Year
+10.73%
3 Years (annualized)
+13.29%
5 Years (annualized)
+8.62%
10 Years (annualized)
+10.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLPEX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+8.24%
Peer Avg (YTD)
+6.72%
vs Peers
+1.52%

FLPEX Mutual Fund Performance

FLPEX performance across multiple time periods: 1-month -5.22%, YTD 8.24%, 1-year 10.73%, 3-year 13.29%, 5-year 8.62%, 10-year 10.27%.

FLPEX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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