FLOTX Mutual Fund

FLOTX Mutual Fund

NAV$9.02
See how much of FLOTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.45%
3 Months
+0.72%
6 Months
+0.16%
YTD
-0.17%
1 Year
+2.19%
3 Years (annualized)
+4.38%
5 Years (annualized)
+2.79%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
-0.17%
Peer Avg (YTD)
+0.12%
vs Peers
-0.29%

FLOTX Mutual Fund Performance

FLOTX performance across multiple time periods: 1-month 0.45%, YTD -0.17%, 1-year 2.19%, 3-year 4.38%, 5-year 2.79%.

FLOTX returns trail the peer average of 0.12% 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.