FLOCX Mutual Fund

FLOCX Mutual Fund

NAV$8.92
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Returns Overview

1 Month
+0.34%
3 Months
+0.59%
6 Months
-0.33%
YTD
-0.66%
1 Year
+1.20%
3 Years (annualized)
+3.40%
5 Years (annualized)
+1.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLOCX 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
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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)
-0.66%
Peer Avg (YTD)
+0.12%
vs Peers
-0.78%

FLOCX Mutual Fund Performance

FLOCX performance across multiple time periods: 1-month 0.34%, YTD -0.66%, 1-year 1.20%, 3-year 3.40%, 5-year 1.80%.

FLOCX returns trail the peer average of 0.12% YTD. With an expense ratio of 2.17%, investors should weigh costs against performance when evaluating this mutual fund.

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