FSLSX Mutual Fund

NAV$71.93

Returns Overview

1 Month
+4.45%
3 Months
+18.26%
6 Months
+25.80%
YTD
+23.37%
1 Year
+39.96%
3 Years (annualized)
+17.87%
5 Years (annualized)
+11.85%
10 Years (annualized)
+13.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSLSX 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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+23.37%
Peer Avg (YTD)
+10.82%
vs Peers
+12.56%

FSLSX Mutual Fund Performance

FSLSX performance across multiple time periods: 1-month 4.45%, YTD 23.37%, 1-year 39.96%, 3-year 17.87%, 5-year 11.85%, 10-year 13.06%.

FSLSX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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