FELSX Mutual Fund

FELSX Mutual Fund

NAV$11.57
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Returns Overview

1 Month
-1.36%
3 Months
+1.59%
6 Months
+4.75%
YTD
+6.63%
1 Year
+14.49%
3 Years (annualized)
+11.70%
5 Years (annualized)
+5.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FELSX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Fidelity Freedom 2025 Composite Index(^FIDF25)
This Mutual Fund (YTD)
+6.63%
Peer Avg (YTD)
+6.99%
vs Peers
-0.36%

FELSX Mutual Fund Performance

FELSX performance across multiple time periods: 1-month -1.36%, YTD 6.63%, 1-year 14.49%, 3-year 11.70%, 5-year 5.58%.

FELSX returns trail the peer average of 6.99% YTD. investors should weigh costs against performance when evaluating this mutual fund.

FELSX vs another fund shows side-by-side returns. FELSX alternatives are available in the Mutual Fund Screener.