FLMFX Mutual Fund

NAV$11.34

Returns Overview

1 Month
-0.09%
3 Months
+12.63%
6 Months
+10.72%
YTD
+9.84%
1 Year
+22.26%
3 Years (annualized)
+20.15%
5 Years (annualized)
+11.95%
10 Years (annualized)
+11.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLMFX 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
Morningstar Moderate Target Risk Index(MSAAMMOR)
This Mutual Fund (YTD)
+9.84%
Peer Avg (YTD)
+5.87%
vs Peers
+3.97%

FLMFX Mutual Fund Performance

FLMFX performance across multiple time periods: 1-month -0.09%, YTD 9.84%, 1-year 22.26%, 3-year 20.15%, 5-year 11.95%, 10-year 11.54%.

FLMFX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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