FLIAX Mutual Fund

NAV$11.24

Returns Overview

1 Month
+10.39%
3 Months
+11.30%
6 Months
+16.67%
YTD
+13.51%
1 Year
+18.12%
3 Years
+13.72%
5 Years
+11.18%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would FLIAX 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
FTSE USA Core Infrastructure Capped Index Net Total Return(^FTSEUCICINTR)
This Mutual Fund (YTD)
+13.51%
Peer Avg (YTD)
+10.42%
vs Peers
+3.09%

FLIAX Mutual Fund Performance

FLIAX performance across multiple time periods: 1-month 10.39%, YTD 13.51%, 1-year 18.12%, 3-year 13.72%, 5-year 11.18%.

FLIAX returns outperform the peer average of 10.42% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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