FLUEX Mutual Fund

NAV$31.14

Returns Overview

1 Month
+1.71%
3 Months
+9.16%
6 Months
+12.18%
YTD
+11.42%
1 Year
+22.90%
3 Years (annualized)
+18.42%
5 Years (annualized)
+12.97%
10 Years (annualized)
+11.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLUEX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+11.42%
Peer Avg (YTD)
+9.49%
vs Peers
+1.93%

FLUEX Mutual Fund Performance

FLUEX performance across multiple time periods: 1-month 1.71%, YTD 11.42%, 1-year 22.90%, 3-year 18.42%, 5-year 12.97%, 10-year 11.57%.

FLUEX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.86%, investors should weigh costs against performance when evaluating this mutual fund.

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