FLIAX Mutual Fund

NAV$11.38

Returns Overview

1 Month
+1.97%
3 Months
+2.99%
6 Months
+15.33%
YTD
+14.52%
1 Year
+19.40%
3 Years (annualized)
+13.92%
5 Years (annualized)
+8.45%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
FTSE USA Core Infrastructure Capped Index Net Total Return(^FTSEUCICINTR)
This Mutual Fund (YTD)
+14.52%
Peer Avg (YTD)
+10.15%
vs Peers
+4.37%

FLIAX Mutual Fund Performance

FLIAX performance across multiple time periods: 1-month 1.97%, YTD 14.52%, 1-year 19.40%, 3-year 13.92%, 5-year 8.45%.

FLIAX returns outperform the peer average of 10.15% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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