FLKSX Mutual Fund

NAV$17.95

Returns Overview

1 Month
+2.92%
3 Months
+8.00%
6 Months
+9.52%
YTD
+14.04%
1 Year
+24.90%
3 Years (annualized)
+16.49%
5 Years (annualized)
+10.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLKSX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+14.04%
Peer Avg (YTD)
+10.82%
vs Peers
+3.22%

FLKSX Mutual Fund Performance

FLKSX performance across multiple time periods: 1-month 2.92%, YTD 14.04%, 1-year 24.90%, 3-year 16.49%, 5-year 10.44%.

FLKSX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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