FLCGX Mutual Fund

NAV$41.10

Returns Overview

1 Month
-1.15%
3 Months
+11.41%
6 Months
+7.40%
YTD
+6.81%
1 Year
+18.35%
3 Years (annualized)
+14.83%
5 Years (annualized)
+7.43%
10 Years (annualized)
+8.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLCGX 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
The S&P Mid-Cap 400 Index
This Mutual Fund (YTD)
+6.81%
Peer Avg (YTD)
+10.82%
vs Peers
-4.01%

FLCGX Mutual Fund Performance

FLCGX performance across multiple time periods: 1-month -1.15%, YTD 6.81%, 1-year 18.35%, 3-year 14.83%, 5-year 7.43%, 10-year 8.42%.

FLCGX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.77%, investors should weigh costs against performance when evaluating this mutual fund.

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