FLEOX Mutual Fund

FLEOX Mutual Fund

NAV$39.29
See how much of FLEOX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-8.06%
3 Months
-7.14%
6 Months
-6.90%
YTD
+6.00%
1 Year
+3.37%
3 Years (annualized)
+23.66%
5 Years (annualized)
+9.75%
10 Years (annualized)
+13.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLEOX 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
Fidelity US Leveraged Stock Linked Index
This Mutual Fund (YTD)
+6.00%
Peer Avg (YTD)
+10.80%
vs Peers
-4.80%

FLEOX Mutual Fund Performance

FLEOX performance across multiple time periods: 1-month -8.06%, YTD 6.00%, 1-year 3.37%, 3-year 23.66%, 5-year 9.75%, 10-year 13.86%.

FLEOX returns trail the peer average of 10.80% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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