FILSX Mutual Fund

NAV$10.75

Returns Overview

1 Month
+0.37%
3 Months
+6.22%
6 Months
+6.42%
YTD
+6.12%
1 Year
+12.54%
3 Years (annualized)
+10.36%
5 Years (annualized)
+4.48%

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
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 2015 Composite Index(^FIDF15)
This Mutual Fund (YTD)
+6.12%
Peer Avg (YTD)
+7.64%
vs Peers
-1.52%

FILSX Mutual Fund Performance

FILSX performance across multiple time periods: 1-month 0.37%, YTD 6.12%, 1-year 12.54%, 3-year 10.36%, 5-year 4.48%.

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

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