FLMTX Mutual Fund

FLMTX Mutual Fund

NAV$11.11
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Returns Overview

1 Month
-0.43%
3 Months
+1.29%
6 Months
+2.52%
YTD
+3.93%
1 Year
+9.90%
3 Years (annualized)
+9.03%
5 Years (annualized)
+4.68%
10 Years (annualized)
+5.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLMTX 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
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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
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+3.93%
Peer Avg (YTD)
+6.99%
vs Peers
-3.07%

FLMTX Mutual Fund Performance

FLMTX performance across multiple time periods: 1-month -0.43%, YTD 3.93%, 1-year 9.90%, 3-year 9.03%, 5-year 4.68%, 10-year 5.32%.

FLMTX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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