FLVIX Mutual Fund

FLVIX Mutual Fund

NAV$48.40
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Returns Overview

3 Months
+6.68%
6 Months
+9.07%
YTD
+26.21%
1 Year
+28.52%
3 Years (annualized)
+3.53%
5 Years (annualized)
+12.50%
10 Years (annualized)
+8.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLVIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Fidelity US Leveraged Stock Linked Index
This Mutual Fund (YTD)
+26.21%
Peer Avg (YTD)
+24.89%
vs Peers
+1.31%

FLVIX Mutual Fund Performance

FLVIX performance across multiple time periods: YTD 26.21%, 1-year 28.52%, 3-year 3.53%, 5-year 12.50%, 10-year 8.70%.

FLVIX returns outperform the peer average of 24.89% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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