FLOWX Mutual Fund

FLOWX Mutual Fund

NAV$18.60
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Returns Overview

1 Month
-3.98%
3 Months
-6.27%
6 Months
-3.53%
YTD
-2.65%
1 Year
-0.94%
3 Years (annualized)
+11.20%
5 Years (annualized)
+5.72%

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
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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 Global Water Index(^SPGTAQTR:SP)
This Mutual Fund (YTD)
-2.65%
Peer Avg (YTD)
+4.44%
vs Peers
-7.08%

FLOWX Mutual Fund Performance

FLOWX performance across multiple time periods: 1-month -3.98%, YTD -2.65%, 1-year -0.94%, 3-year 11.20%, 5-year 5.72%.

FLOWX returns trail the peer average of 4.44% 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.