FELSX Mutual Fund

NAV$11.83

Returns Overview

1 Month
+0.68%
3 Months
+8.66%
6 Months
+8.57%
YTD
+8.10%
1 Year
+16.57%
3 Years (annualized)
+13.06%
5 Years (annualized)
+6.03%

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
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
Fidelity Freedom 2025 Composite Index(^FIDF25)
This Mutual Fund (YTD)
+8.10%
Peer Avg (YTD)
+7.64%
vs Peers
+0.46%

FELSX Mutual Fund Performance

FELSX performance across multiple time periods: 1-month 0.68%, YTD 8.10%, 1-year 16.57%, 3-year 13.06%, 5-year 6.03%.

FELSX returns outperform the peer average of 7.64% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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