FLEJX Mutual Fund

FLEJX Mutual Fund

NAV$45.23
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Returns Overview

1 Month
+1.20%
3 Months
-3.72%
6 Months
+9.82%
YTD
+15.27%
1 Year
+19.96%
3 Years (annualized)
+21.46%
5 Years (annualized)
+12.21%
10 Years (annualized)
+14.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLEJX 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
Fidelity US Leveraged Stock Linked Index
This Mutual Fund (YTD)
+15.27%
Peer Avg (YTD)
+11.21%
vs Peers
+4.06%

FLEJX Mutual Fund Performance

FLEJX performance across multiple time periods: 1-month 1.20%, YTD 15.27%, 1-year 19.96%, 3-year 21.46%, 5-year 12.21%, 10-year 14.19%.

FLEJX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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