FLMVX Mutual Fund

FLMVX Mutual Fund

NAV$34.44
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Returns Overview

1 Month
+0.41%
3 Months
+7.00%
6 Months
+5.54%
YTD
+14.01%
1 Year
+14.68%
3 Years (annualized)
+13.79%
5 Years (annualized)
+7.85%
10 Years (annualized)
+9.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLMVX 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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+14.01%
Peer Avg (YTD)
+9.89%
vs Peers
+4.12%

FLMVX Mutual Fund Performance

FLMVX performance across multiple time periods: 1-month 0.41%, YTD 14.01%, 1-year 14.68%, 3-year 13.79%, 5-year 7.85%, 10-year 9.23%.

FLMVX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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