FLAAX Mutual Fund

NAV$9.81

Returns Overview

1 Month
+0.50%
3 Months
+2.23%
6 Months
+1.61%
YTD
+1.51%
1 Year
+5.29%
3 Years (annualized)
+3.49%
5 Years (annualized)
-0.75%
10 Years (annualized)
+1.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLAAX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P Municipal Bond Index(^SAPIMAIN:SP)
This Mutual Fund (YTD)
+1.51%
Peer Avg (YTD)
+1.79%
vs Peers
-0.28%

FLAAX Mutual Fund Performance

FLAAX performance across multiple time periods: 1-month 0.50%, YTD 1.51%, 1-year 5.29%, 3-year 3.49%, 5-year -0.75%, 10-year 1.74%.

FLAAX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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