FLOTX Mutual Fund

FLOTX Mutual Fund

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Returns Overview

1 Month
+1.01%
3 Months
+1.51%
6 Months
+1.72%
YTD
+0.84%
1 Year
+2.67%
3 Years (annualized)
+4.48%
5 Years (annualized)
+2.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLOTX 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)
+0.84%
Peer Avg (YTD)
+2.15%
vs Peers
-1.32%

FLOTX Mutual Fund Performance

FLOTX performance across multiple time periods: 1-month 1.01%, YTD 0.84%, 1-year 2.67%, 3-year 4.48%, 5-year 2.98%.

FLOTX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.92%, investors should weigh costs against performance when evaluating this mutual fund.

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