FLUIX Mutual Fund

NAV$33.04

Returns Overview

1 Month
+1.80%
3 Months
+9.43%
6 Months
+12.67%
YTD
+11.87%
1 Year
+24.06%
3 Years (annualized)
+18.37%
5 Years (annualized)
+11.98%
10 Years (annualized)
+11.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLUIX 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)
+11.87%
Peer Avg (YTD)
+9.49%
vs Peers
+2.38%

FLUIX Mutual Fund Performance

FLUIX performance across multiple time periods: 1-month 1.80%, YTD 11.87%, 1-year 24.06%, 3-year 18.37%, 5-year 11.98%, 10-year 11.69%.

FLUIX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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