FLXIX Mutual Fund

FLXIX Mutual Fund

NAV$11.70
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Returns Overview

1 Month
-0.68%
3 Months
+3.77%
6 Months
+6.97%
YTD
+7.94%
1 Year
+15.35%
3 Years (annualized)
+9.27%

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
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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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+7.94%
Peer Avg (YTD)
+13.29%
vs Peers
-5.34%

FLXIX Mutual Fund Performance

FLXIX performance across multiple time periods: 1-month -0.68%, YTD 7.94%, 1-year 15.35%, 3-year 9.27%.

FLXIX returns trail the peer average of 13.29% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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