FLEMX Mutual Fund

NAV$49.51

Returns Overview

1 Month
-6.09%
3 Months
-0.12%
6 Months
+9.29%
YTD
+11.84%
1 Year
+40.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLEMX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Fidelity US Leveraged Stock Linked Index
This Mutual Fund (YTD)
+11.84%
Peer Avg (YTD)
+9.51%
vs Peers
+2.33%

FLEMX Mutual Fund Performance

FLEMX performance across multiple time periods: 1-month -6.09%, YTD 11.84%, 1-year 40.35%.

FLEMX returns outperform the peer average of 9.51% YTD. With an expense ratio of 1.73%, investors should weigh costs against performance when evaluating this mutual fund.

FLEMX performance comparison shows side-by-side returns with another fund. FLEMX alternatives are available in the Mutual Fund Screener.