FLOWX Mutual Fund

FLOWX Mutual Fund

NAV$18.43
See how much of FLOWX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.35%
3 Months
-1.35%
6 Months
-1.83%
YTD
+2.47%
1 Year
+7.46%
3 Years (annualized)
+10.81%
5 Years (annualized)
+6.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLOWX 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 Global Water Index(^SPGTAQTR:SP)
This Mutual Fund (YTD)
+2.47%
Peer Avg (YTD)
+11.31%
vs Peers
-8.85%

FLOWX Mutual Fund Performance

FLOWX performance across multiple time periods: 1-month -1.35%, YTD 2.47%, 1-year 7.46%, 3-year 10.81%, 5-year 6.60%.

FLOWX returns trail the peer average of 11.31% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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