FLMIX Mutual Fund

FLMIX Mutual Fund

NAV$11.62
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Returns Overview

1 Month
+2.31%
3 Months
+2.76%
6 Months
+8.98%
YTD
+13.33%
1 Year
+20.78%
3 Years (annualized)
+25.62%
5 Years (annualized)
+14.83%
10 Years (annualized)
+10.12%

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
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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)
+13.33%
Peer Avg (YTD)
+6.28%
vs Peers
+7.05%

FLMIX Mutual Fund Performance

FLMIX performance across multiple time periods: 1-month 2.31%, YTD 13.33%, 1-year 20.78%, 3-year 25.62%, 5-year 14.83%, 10-year 10.12%.

FLMIX returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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