FILSX Mutual Fund

FILSX Mutual Fund

NAV$10.52
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Returns Overview

1 Month
+0.38%
3 Months
-0.28%
6 Months
+0.69%
YTD
+4.64%
1 Year
+5.76%
3 Years (annualized)
+11.79%
5 Years (annualized)
+3.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FILSX 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
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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 2015 Composite Index(^FIDF15)
This Mutual Fund (YTD)
+4.64%
Peer Avg (YTD)
+14.77%
vs Peers
-10.13%

FILSX Mutual Fund Performance

FILSX performance across multiple time periods: 1-month 0.38%, YTD 4.64%, 1-year 5.76%, 3-year 11.79%, 5-year 3.83%.

FILSX returns trail the peer average of 14.77% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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