FLAJX Mutual Fund

FLAJX Mutual Fund

NAV$69.81
See how much of FLAJX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.43%
3 Months
+3.88%
6 Months
+12.38%
YTD
+11.07%
1 Year
+21.45%
3 Years (annualized)
+21.95%
5 Years (annualized)
+15.33%
10 Years (annualized)
+14.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLAJX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.07%
Peer Avg (YTD)
+11.41%
vs Peers
-0.34%

FLAJX Mutual Fund Performance

FLAJX performance across multiple time periods: 1-month 1.43%, YTD 11.07%, 1-year 21.45%, 3-year 21.95%, 5-year 15.33%, 10-year 14.62%.

FLAJX returns trail the peer average of 11.41% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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