FLMTX Mutual Fund

NAV$11.30

Returns Overview

1 Month
+0.28%
3 Months
+5.03%
6 Months
+4.66%
YTD
+4.38%
1 Year
+10.68%
3 Years (annualized)
+9.35%
5 Years (annualized)
+5.09%
10 Years (annualized)
+5.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLMTX 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
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+4.38%
Peer Avg (YTD)
+7.64%
vs Peers
-3.26%

FLMTX Mutual Fund Performance

FLMTX performance across multiple time periods: 1-month 0.28%, YTD 4.38%, 1-year 10.68%, 3-year 9.35%, 5-year 5.09%, 10-year 5.40%.

FLMTX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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