FLIIX Mutual Fund

FLIIX Mutual Fund

NAV$12.95
See how much of FLIIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.65%
3 Months
-1.44%
6 Months
+6.49%
YTD
+10.29%
1 Year
+15.86%
3 Years (annualized)
+11.50%
5 Years (annualized)
+7.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLIIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
FTSE Global Core Infrastructure 50/50 Net Tax Index
This Mutual Fund (YTD)
+10.29%
Peer Avg (YTD)
+12.53%
vs Peers
-2.24%

FLIIX Mutual Fund Performance

FLIIX performance across multiple time periods: 1-month 1.65%, YTD 10.29%, 1-year 15.86%, 3-year 11.50%, 5-year 7.36%.

FLIIX returns trail the peer average of 12.53% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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