FSLEX Mutual Fund

FSLEX Mutual Fund

NAV$51.41
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Returns Overview

1 Month
-5.79%
3 Months
-2.04%
6 Months
+5.04%
YTD
+9.99%
1 Year
+19.08%
3 Years (annualized)
+18.41%
5 Years (annualized)
+10.45%
10 Years (annualized)
+13.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSLEX 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
FTSE Environmental Opportunities & Alternative Energy Index
This Mutual Fund (YTD)
+9.99%
Peer Avg (YTD)
+11.31%
vs Peers
-1.32%

FSLEX Mutual Fund Performance

FSLEX performance across multiple time periods: 1-month -5.79%, YTD 9.99%, 1-year 19.08%, 3-year 18.41%, 5-year 10.45%, 10-year 13.47%.

FSLEX returns trail the peer average of 11.31% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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