FLSGX Mutual Fund

NAV$17.19

Returns Overview

1 Month
-0.03%
3 Months
+11.12%
6 Months
+9.26%
YTD
+8.59%
1 Year
+20.23%
3 Years (annualized)
+17.32%
5 Years (annualized)
+10.00%
10 Years (annualized)
+11.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLSGX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+8.59%
Peer Avg (YTD)
+7.64%
vs Peers
+0.95%

FLSGX Mutual Fund Performance

FLSGX performance across multiple time periods: 1-month -0.03%, YTD 8.59%, 1-year 20.23%, 3-year 17.32%, 5-year 10.00%, 10-year 11.04%.

FLSGX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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