FLMFX Mutual Fund

FLMFX Mutual Fund

NAV$11.40
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Returns Overview

1 Month
+2.17%
3 Months
+2.40%
6 Months
+8.28%
YTD
+12.58%
1 Year
+20.49%
3 Years (annualized)
+16.80%
5 Years (annualized)
+8.95%
10 Years (annualized)
+9.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLMFX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar Moderate Target Risk Index(MSAAMMOR)
This Mutual Fund (YTD)
+12.58%
Peer Avg (YTD)
+6.28%
vs Peers
+6.29%

FLMFX Mutual Fund Performance

FLMFX performance across multiple time periods: 1-month 2.17%, YTD 12.58%, 1-year 20.49%, 3-year 16.80%, 5-year 8.95%, 10-year 9.72%.

FLMFX returns outperform the peer average of 6.28% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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