FLUIX Mutual Fund

FLUIX Mutual Fund

NAV$32.40
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Returns Overview

1 Month
+2.00%
3 Months
+8.51%
6 Months
+11.02%
YTD
+15.71%
1 Year
+23.58%
3 Years (annualized)
+19.07%
5 Years (annualized)
+12.20%
10 Years (annualized)
+11.71%

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
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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)
+15.71%
Peer Avg (YTD)
+12.44%
vs Peers
+3.28%

FLUIX Mutual Fund Performance

FLUIX performance across multiple time periods: 1-month 2.00%, YTD 15.71%, 1-year 23.58%, 3-year 19.07%, 5-year 12.20%, 10-year 11.71%.

FLUIX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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