FLELX Mutual Fund

FLELX Mutual Fund

NAV$44.98
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Returns Overview

1 Month
+1.17%
3 Months
-3.80%
6 Months
+9.68%
YTD
+15.09%
1 Year
+19.67%
3 Years (annualized)
+21.16%
5 Years (annualized)
+11.93%
10 Years (annualized)
+13.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLELX 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)
+15.09%
Peer Avg (YTD)
+11.21%
vs Peers
+3.88%

FLELX Mutual Fund Performance

FLELX performance across multiple time periods: 1-month 1.17%, YTD 15.09%, 1-year 19.67%, 3-year 21.16%, 5-year 11.93%, 10-year 13.91%.

FLELX returns outperform the peer average of 11.21% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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