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FSLEX: ENVIRONMENT AND ALTERNATIVE ENERGY PORTFOLIO ENVIRONMENT AND ALTERNATIVE ENERGY PORTFOLIO (MUTUAL FUND)
Basic Info 44.32 0.51(1.16%) July 25
See more info about FSLEXAsset Class: | Industrials |
MyPlanIQ Rating: | (74%) |
Start Date: | 09/28/1989 |
Last Dividend Date: | 12/26/2024 |
12-Mo. Yield | 0.41% |
Expenses | 0.79% |
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Performance Analytics (As of 07/21/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/28/1989 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) ? | 1.0 | 12.5 | 21.2 | 17.1 | 16.6 | 12.2 | 11.0 | 8.5 | 5.8 |
Sharpe Ratio ? | NA | 0.69 | 0.57 | 0.74 | 0.68 | 0.49 | NA | NA | 0.2 |
Draw Down(%) ? | NA | 24.0 | 24.0 | 24.0 | 32.7 | 39.8 | NA | NA | 50.2 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/28/1989
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See Industrials Asset Class Trend Rankings |
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