FLSOX Mutual Fund

NAV$18.99

Returns Overview

1 Month
+0.02%
3 Months
+13.36%
6 Months
+11.10%
YTD
+10.34%
1 Year
+23.94%
3 Years (annualized)
+18.94%
5 Years (annualized)
+11.51%
10 Years (annualized)
+12.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLSOX 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)
+10.34%
Peer Avg (YTD)
+7.64%
vs Peers
+2.70%

FLSOX Mutual Fund Performance

FLSOX performance across multiple time periods: 1-month 0.02%, YTD 10.34%, 1-year 23.94%, 3-year 18.94%, 5-year 11.51%, 10-year 12.35%.

FLSOX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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