FLESX Mutual Fund

NAV$15.11

Returns Overview

1 Month
-0.09%
3 Months
+13.49%
6 Months
+11.00%
YTD
+10.28%
1 Year
+23.11%
3 Years (annualized)
+18.28%
5 Years (annualized)
+10.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLESX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+10.28%
Peer Avg (YTD)
+7.64%
vs Peers
+2.64%

FLESX Mutual Fund Performance

FLESX performance across multiple time periods: 1-month -0.09%, YTD 10.28%, 1-year 23.11%, 3-year 18.28%, 5-year 10.19%.

FLESX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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