FITLX Mutual Fund

FITLX Mutual Fund

NAV$34.57
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Returns Overview

1 Month
+3.61%
3 Months
+3.70%
6 Months
+14.46%
YTD
+13.89%
1 Year
+23.11%
3 Years (annualized)
+21.28%
5 Years (annualized)
+12.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FITLX 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
MSCI USA ESG Leaders Index(M2UEL)
This Mutual Fund (YTD)
+13.89%
Peer Avg (YTD)
+11.21%
vs Peers
+2.68%

FITLX Mutual Fund Performance

FITLX performance across multiple time periods: 1-month 3.61%, YTD 13.89%, 1-year 23.11%, 3-year 21.28%, 5-year 12.91%.

FITLX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.11%, investors should weigh costs against performance when evaluating this mutual fund.

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