FLEMX Mutual Fund

FLEMX Mutual Fund

NAV$36.94
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Returns Overview

1 Month
-8.15%
3 Months
-7.41%
6 Months
-7.41%
YTD
+2.93%
1 Year
+4.95%
3 Years (annualized)
+20.56%
5 Years (annualized)
+11.38%
10 Years (annualized)
+13.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLEMX 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
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📉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)
+2.93%
Peer Avg (YTD)
+9.28%
vs Peers
-6.35%

FLEMX Mutual Fund Performance

FLEMX performance across multiple time periods: 1-month -8.15%, YTD 2.93%, 1-year 4.95%, 3-year 20.56%, 5-year 11.38%, 10-year 13.34%.

FLEMX returns trail the peer average of 9.28% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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