FLOLX Mutual Fund

NAV$16.67

Returns Overview

1 Month
-0.04%
3 Months
+10.98%
6 Months
+9.00%
YTD
+8.38%
1 Year
+19.66%
3 Years (annualized)
+16.80%
5 Years (annualized)
+10.18%
10 Years (annualized)
+10.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLOLX 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)
+8.38%
Peer Avg (YTD)
+7.64%
vs Peers
+0.74%

FLOLX Mutual Fund Performance

FLOLX performance across multiple time periods: 1-month -0.04%, YTD 8.38%, 1-year 19.66%, 3-year 16.80%, 5-year 10.18%, 10-year 10.89%.

FLOLX returns outperform the peer average of 7.64% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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