FLUTX Mutual Fund

FLUTX Mutual Fund

NAV$31.77
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Returns Overview

1 Month
+4.43%
3 Months
+6.47%
6 Months
+13.84%
YTD
+13.86%
1 Year
+24.27%
3 Years (annualized)
+16.80%
5 Years (annualized)
+11.48%
10 Years (annualized)
+10.96%

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
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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)
+13.86%
Peer Avg (YTD)
+11.41%
vs Peers
+2.45%

FLUTX Mutual Fund Performance

FLUTX performance across multiple time periods: 1-month 4.43%, YTD 13.86%, 1-year 24.27%, 3-year 16.80%, 5-year 11.48%, 10-year 10.96%.

FLUTX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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