FLMIX Mutual Fund

NAV$11.55

Returns Overview

1 Month
-0.09%
3 Months
+12.70%
6 Months
+10.82%
YTD
+9.96%
1 Year
+22.52%
3 Years (annualized)
+20.30%
5 Years (annualized)
+12.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLMIX 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
Morningstar Moderate Target Risk Index(MSAAMMOR)
This Mutual Fund (YTD)
+9.96%
Peer Avg (YTD)
+5.87%
vs Peers
+4.10%

FLMIX Mutual Fund Performance

FLMIX performance across multiple time periods: 1-month -0.09%, YTD 9.96%, 1-year 22.52%, 3-year 20.30%, 5-year 12.11%.

FLMIX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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