FSLEX Mutual Fund

NAV$53.43

Returns Overview

1 Month
+0.95%
3 Months
+15.78%
6 Months
+15.21%
YTD
+14.32%
1 Year
+27.89%
3 Years (annualized)
+20.97%
5 Years (annualized)
+12.24%
10 Years (annualized)
+14.58%

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
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
FTSE Environmental Opportunities & Alternative Energy Index
This Mutual Fund (YTD)
+14.32%
Peer Avg (YTD)
+13.49%
vs Peers
+0.83%

FSLEX Mutual Fund Performance

FSLEX performance across multiple time periods: 1-month 0.95%, YTD 14.32%, 1-year 27.89%, 3-year 20.97%, 5-year 12.24%, 10-year 14.58%.

FSLEX returns outperform the peer average of 13.49% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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