FLIAX Mutual Fund

FLIAX Mutual Fund

NAV$10.73
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Returns Overview

1 Month
+1.50%
3 Months
-0.35%
6 Months
+13.04%
YTD
+16.23%
1 Year
+18.68%
3 Years (annualized)
+13.69%
5 Years (annualized)
+8.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLIAX 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 Total Return(^SP500TR:SP)
This Mutual Fund (YTD)
+16.23%
Peer Avg (YTD)
+8.19%
vs Peers
+8.04%

FLIAX Mutual Fund Performance

FLIAX performance across multiple time periods: 1-month 1.50%, YTD 16.23%, 1-year 18.68%, 3-year 13.69%, 5-year 8.42%.

FLIAX returns outperform the peer average of 8.19% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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