FLOAX Mutual Fund

FLOAX Mutual Fund

NAV$9.21
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Returns Overview

1 Month
+0.97%
3 Months
+1.38%
6 Months
+1.63%
YTD
+0.57%
1 Year
+2.41%
3 Years (annualized)
+4.93%
5 Years (annualized)
+3.34%

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)
+0.57%
Peer Avg (YTD)
+2.15%
vs Peers
-1.58%

FLOAX Mutual Fund Performance

FLOAX performance across multiple time periods: 1-month 0.97%, YTD 0.57%, 1-year 2.41%, 3-year 4.93%, 5-year 3.34%.

FLOAX returns trail the peer average of 2.15% 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.