FLUAX Mutual Fund

FLUAX Mutual Fund

NAV$31.94
See how much of FLUAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.55%
3 Months
+2.73%
6 Months
+12.35%
YTD
+11.37%
1 Year
+17.34%
3 Years (annualized)
+18.71%
5 Years (annualized)
+11.86%
10 Years (annualized)
+11.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLUAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+11.37%
Peer Avg (YTD)
+10.00%
vs Peers
+1.38%

FLUAX Mutual Fund Performance

FLUAX performance across multiple time periods: 1-month -3.55%, YTD 11.37%, 1-year 17.34%, 3-year 18.71%, 5-year 11.86%, 10-year 11.40%.

FLUAX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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