FLXIX Mutual Fund

NAV$11.70

Returns Overview

1 Month
+1.02%
3 Months
+7.99%
6 Months
+8.98%
YTD
+8.68%
1 Year
+17.46%
3 Years (annualized)
+9.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLXIX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+8.68%
Peer Avg (YTD)
+18.00%
vs Peers
-9.32%

FLXIX Mutual Fund Performance

FLXIX performance across multiple time periods: 1-month 1.02%, YTD 8.68%, 1-year 17.46%, 3-year 9.84%.

FLXIX returns trail the peer average of 18.00% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

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