FLUEX Mutual Fund

FLUEX Mutual Fund

NAV$31.31
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Returns Overview

1 Month
+4.38%
3 Months
+6.35%
6 Months
+13.61%
YTD
+13.53%
1 Year
+23.68%
3 Years (annualized)
+16.19%
5 Years (annualized)
+10.90%
10 Years (annualized)
+10.38%

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
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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)
+13.53%
Peer Avg (YTD)
+11.41%
vs Peers
+2.12%

FLUEX Mutual Fund Performance

FLUEX performance across multiple time periods: 1-month 4.38%, YTD 13.53%, 1-year 23.68%, 3-year 16.19%, 5-year 10.90%, 10-year 10.38%.

FLUEX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.86%, investors should weigh costs against performance when evaluating this mutual fund.

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