FLPDX Mutual Fund

NAV$46.96

Returns Overview

1 Month
+2.78%
3 Months
+7.71%
6 Months
+9.06%
YTD
+13.57%
1 Year
+28.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLPDX 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)
+13.57%
Peer Avg (YTD)
+10.82%
vs Peers
+2.75%

FLPDX Mutual Fund Performance

FLPDX performance across multiple time periods: 1-month 2.78%, YTD 13.57%, 1-year 28.78%.

FLPDX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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