FLUAX Mutual Fund

NAV$32.25

Returns Overview

1 Month
+1.78%
3 Months
+9.36%
6 Months
+12.55%
YTD
+11.77%
1 Year
+23.77%
3 Years (annualized)
+18.04%
5 Years (annualized)
+12.36%
10 Years (annualized)
+11.73%

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

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+11.77%
Peer Avg (YTD)
+9.49%
vs Peers
+2.28%

FLUAX Mutual Fund Performance

FLUAX performance across multiple time periods: 1-month 1.78%, YTD 11.77%, 1-year 23.77%, 3-year 18.04%, 5-year 12.36%, 10-year 11.73%.

FLUAX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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