FLEKX Mutual Fund

FLEKX Mutual Fund

NAV$13.36
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Returns Overview

1 Month
+1.95%
3 Months
+3.82%
6 Months
+5.65%
YTD
+8.58%
1 Year
+14.52%
3 Years (annualized)
+13.20%
5 Years (annualized)
+5.24%
10 Years (annualized)
+6.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLEKX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.58%
Peer Avg (YTD)
+5.54%
vs Peers
+3.04%

FLEKX Mutual Fund Performance

FLEKX performance across multiple time periods: 1-month 1.95%, YTD 8.58%, 1-year 14.52%, 3-year 13.20%, 5-year 5.24%, 10-year 6.78%.

FLEKX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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