FLMIX Mutual Fund

FLMIX Mutual Fund

NAV$11.39
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Returns Overview

1 Month
+0.35%
3 Months
+1.86%
6 Months
+6.67%
YTD
+12.84%
1 Year
+14.79%
3 Years (annualized)
+19.52%
5 Years (annualized)
+9.52%
10 Years (annualized)
+10.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLMIX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar Moderate Target Risk Index(MSAAMMOR)
This Mutual Fund (YTD)
+12.84%
Peer Avg (YTD)
+5.28%
vs Peers
+7.56%

FLMIX Mutual Fund Performance

FLMIX performance across multiple time periods: 1-month 0.35%, YTD 12.84%, 1-year 14.79%, 3-year 19.52%, 5-year 9.52%, 10-year 10.57%.

FLMIX returns outperform the peer average of 5.28% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

FLMIX vs another fund shows side-by-side returns. FLMIX alternatives are available in the Mutual Fund Screener.