FLCOX Mutual Fund

NAV$24.96

Returns Overview

1 Month
+2.25%
3 Months
+13.82%
6 Months
+16.18%
YTD
+15.18%
1 Year
+27.04%
3 Years (annualized)
+17.76%
5 Years (annualized)
+11.15%
10 Years (annualized)
+11.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLCOX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+15.18%
Peer Avg (YTD)
+9.49%
vs Peers
+5.69%

FLCOX Mutual Fund Performance

FLCOX performance across multiple time periods: 1-month 2.25%, YTD 15.18%, 1-year 27.04%, 3-year 17.76%, 5-year 11.15%, 10-year 11.51%.

FLCOX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.04%, investors should weigh costs against performance when evaluating this mutual fund.

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