FILXX Mutual Fund

FILXX Mutual Fund

NAV$1.00
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Returns Overview

1 Month
+0.25%
3 Months
+0.49%
6 Months
+1.25%
YTD
+1.25%
1 Year
+3.04%
3 Years (annualized)
+3.97%
5 Years (annualized)
+3.02%
10 Years (annualized)
+1.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FILXX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+1.25%
Peer Avg (YTD)
+1.70%
vs Peers
-0.45%

FILXX Mutual Fund Performance

FILXX performance across multiple time periods: 1-month 0.25%, YTD 1.25%, 1-year 3.04%, 3-year 3.97%, 5-year 3.02%, 10-year 1.81%.

FILXX returns trail the peer average of 1.70% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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