FLUTX Mutual Fund

NAV$32.10

Returns Overview

1 Month
+1.75%
3 Months
+9.29%
6 Months
+12.40%
YTD
+11.62%
1 Year
+23.48%
3 Years (annualized)
+17.76%
5 Years (annualized)
+12.08%
10 Years (annualized)
+11.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLUTX 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)
+11.62%
Peer Avg (YTD)
+9.49%
vs Peers
+2.13%

FLUTX Mutual Fund Performance

FLUTX performance across multiple time periods: 1-month 1.75%, YTD 11.62%, 1-year 23.48%, 3-year 17.76%, 5-year 12.08%, 10-year 11.42%.

FLUTX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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