FLEKX Mutual Fund

FLEKX Mutual Fund

NAV$12.68
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Returns Overview

3 Months
+0.44%
6 Months
+3.16%
YTD
+6.86%
1 Year
+10.91%
3 Years (annualized)
+10.15%
5 Years (annualized)
+0.23%
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
PROUpgrade to run
🏦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)
+6.86%
Peer Avg (YTD)
+5.30%
vs Peers
+1.56%

FLEKX Mutual Fund Performance

FLEKX performance across multiple time periods: YTD 6.86%, 1-year 10.91%, 3-year 10.15%, 5-year 0.23%, 10-year 6.78%.

FLEKX returns outperform the peer average of 5.30% 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.