FLOAX Mutual Fund

FLOAX Mutual Fund

NAV$9.36
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Returns Overview

1 Month
+0.32%
3 Months
+0.62%
6 Months
-0.08%
YTD
-0.39%
1 Year
+1.85%
3 Years (annualized)
+4.91%
5 Years (annualized)
+3.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLOAX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
-0.39%
Peer Avg (YTD)
+0.12%
vs Peers
-0.51%

FLOAX Mutual Fund Performance

FLOAX performance across multiple time periods: 1-month 0.32%, YTD -0.39%, 1-year 1.85%, 3-year 4.91%, 5-year 3.17%.

FLOAX returns trail the peer average of 0.12% YTD. With an expense ratio of 2.92%, investors should weigh costs against performance when evaluating this mutual fund.

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