FLXSX Mutual Fund

NAV$21.79

Returns Overview

1 Month
+5.99%
3 Months
+23.08%
6 Months
+23.63%
YTD
+22.06%
1 Year
+40.96%
3 Years (annualized)
+18.71%
5 Years (annualized)
+7.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLXSX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+22.06%
Peer Avg (YTD)
+18.52%
vs Peers
+3.54%

FLXSX Mutual Fund Performance

FLXSX performance across multiple time periods: 1-month 5.99%, YTD 22.06%, 1-year 40.96%, 3-year 18.71%, 5-year 7.11%.

FLXSX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.04%, investors should weigh costs against performance when evaluating this mutual fund.

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