FLOWX Mutual Fund

NAV$18.94

Returns Overview

1 Month
+5.48%
3 Months
+2.92%
6 Months
+4.83%
YTD
+3.87%
1 Year
+9.02%
3 Years (annualized)
+12.44%
5 Years (annualized)
+8.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLOWX 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
S&P Global Water Index(^SPGTAQTR:SP)
This Mutual Fund (YTD)
+3.87%
Peer Avg (YTD)
+13.49%
vs Peers
-9.62%

FLOWX Mutual Fund Performance

FLOWX performance across multiple time periods: 1-month 5.48%, YTD 3.87%, 1-year 9.02%, 3-year 12.44%, 5-year 8.66%.

FLOWX returns trail the peer average of 13.49% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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