FLCSX Mutual Fund

NAV$70.94

Returns Overview

1 Month
+0.32%
3 Months
+12.19%
6 Months
+10.06%
YTD
+8.62%
1 Year
+24.74%
3 Years (annualized)
+23.73%
5 Years (annualized)
+15.41%
10 Years (annualized)
+15.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLCSX 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)
+8.62%
Peer Avg (YTD)
+9.49%
vs Peers
-0.87%

FLCSX Mutual Fund Performance

FLCSX performance across multiple time periods: 1-month 0.32%, YTD 8.62%, 1-year 24.74%, 3-year 23.73%, 5-year 15.41%, 10-year 15.89%.

FLCSX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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