FITLX Mutual Fund

FITLX Mutual Fund

NAV$34.84
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Returns Overview

1 Month
+0.18%
3 Months
+17.17%
6 Months
+10.21%
YTD
+10.03%
1 Year
+23.88%
3 Years (annualized)
+21.07%
5 Years (annualized)
+13.46%

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)
+10.03%
Peer Avg (YTD)
+9.51%
vs Peers
+0.52%

FITLX Mutual Fund Performance

FITLX performance across multiple time periods: 1-month 0.18%, YTD 10.03%, 1-year 23.88%, 3-year 21.07%, 5-year 13.46%.

FITLX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.11%, investors should weigh costs against performance when evaluating this mutual fund.

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