FLAFX Mutual Fund

NAV$70.87

Returns Overview

1 Month
+0.31%
3 Months
+12.13%
6 Months
+9.92%
YTD
+8.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLAFX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.48%
Peer Avg (YTD)
+9.49%
vs Peers
-1.01%

FLAFX Mutual Fund Performance

FLAFX performance across multiple time periods: 1-month 0.31%, YTD 8.48%.

FLAFX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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