FLACX Mutual Fund

NAV$103.44

Returns Overview

1 Month
+0.80%
3 Months
+19.08%
6 Months
+15.46%
YTD
+14.81%
1 Year
+35.43%
3 Years (annualized)
+23.48%
5 Years (annualized)
+13.19%
10 Years (annualized)
+15.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLACX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+14.81%
Peer Avg (YTD)
+8.97%
vs Peers
+5.84%

FLACX Mutual Fund Performance

FLACX performance across multiple time periods: 1-month 0.80%, YTD 14.81%, 1-year 35.43%, 3-year 23.48%, 5-year 13.19%, 10-year 15.64%.

FLACX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.54%, investors should weigh costs against performance when evaluating this mutual fund.

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