FLOAX Mutual Fund

NAV$9.31

Returns Overview

1 Month
+0.08%
3 Months
+0.95%
6 Months
-0.61%
YTD
-0.72%
1 Year
+2.05%
3 Years (annualized)
+5.11%
5 Years (annualized)
+3.05%

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
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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
-0.72%
Peer Avg (YTD)
+3.23%
vs Peers
-3.94%

FLOAX Mutual Fund Performance

FLOAX performance across multiple time periods: 1-month 0.08%, YTD -0.72%, 1-year 2.05%, 3-year 5.11%, 5-year 3.05%.

FLOAX returns trail the peer average of 3.23% YTD. With an expense ratio of 2.92%, investors should weigh costs against performance when evaluating this mutual fund.

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