FLMAX Mutual Fund

FLMAX Mutual Fund

NAV$11.56
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Returns Overview

1 Month
+2.22%
3 Months
+2.41%
6 Months
+8.39%
YTD
+12.73%
1 Year
+20.84%
3 Years (annualized)
+17.05%
5 Years (annualized)
+9.25%
10 Years (annualized)
+10.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLMAX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar Moderate Target Risk Index(MSAAMMOR)
This Mutual Fund (YTD)
+12.73%
Peer Avg (YTD)
+6.28%
vs Peers
+6.44%

FLMAX Mutual Fund Performance

FLMAX performance across multiple time periods: 1-month 2.22%, YTD 12.73%, 1-year 20.84%, 3-year 17.05%, 5-year 9.25%, 10-year 10.10%.

FLMAX returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

FLMAX vs another fund shows side-by-side returns. FLMAX alternatives are available in the Mutual Fund Screener.