FLOCX Mutual Fund

FLOCX Mutual Fund

NAV$8.75
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Returns Overview

1 Month
-0.46%
3 Months
-0.06%
6 Months
+0.53%
YTD
-0.72%
1 Year
+0.20%
3 Years (annualized)
+3.20%
5 Years (annualized)
+1.75%

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)
-0.72%
Peer Avg (YTD)
+1.93%
vs Peers
-2.65%

FLOCX Mutual Fund Performance

FLOCX performance across multiple time periods: 1-month -0.46%, YTD -0.72%, 1-year 0.20%, 3-year 3.20%, 5-year 1.75%.

FLOCX returns trail the peer average of 1.93% 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.