FLUAX Mutual Fund

FLUAX Mutual Fund

NAV$31.72
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Returns Overview

1 Month
+1.95%
3 Months
+8.41%
6 Months
+10.84%
YTD
+15.48%
1 Year
+23.18%
3 Years (annualized)
+18.71%
5 Years (annualized)
+11.86%
10 Years (annualized)
+11.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLUAX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+15.48%
Peer Avg (YTD)
+12.44%
vs Peers
+3.04%

FLUAX Mutual Fund Performance

FLUAX performance across multiple time periods: 1-month 1.95%, YTD 15.48%, 1-year 23.18%, 3-year 18.71%, 5-year 11.86%, 10-year 11.40%.

FLUAX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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