FLPEX Mutual Fund

NAV$46.30

Returns Overview

1 Month
+2.80%
3 Months
+6.44%
6 Months
+8.43%
YTD
+12.22%
1 Year
+28.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLPEX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+12.22%
Peer Avg (YTD)
+10.82%
vs Peers
+1.40%

FLPEX Mutual Fund Performance

FLPEX performance across multiple time periods: 1-month 2.80%, YTD 12.22%, 1-year 28.18%.

FLPEX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.91%, investors should weigh costs against performance when evaluating this mutual fund.

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