FLMVX Mutual Fund

FLMVX Mutual Fund

NAV$35.09
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Returns Overview

1 Month
+1.86%
3 Months
+5.47%
6 Months
+9.65%
YTD
+13.54%
1 Year
+16.95%
3 Years (annualized)
+12.28%
5 Years (annualized)
+8.17%
10 Years (annualized)
+9.27%

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)
+13.54%
Peer Avg (YTD)
+9.54%
vs Peers
+4.00%

FLMVX Mutual Fund Performance

FLMVX performance across multiple time periods: 1-month 1.86%, YTD 13.54%, 1-year 16.95%, 3-year 12.28%, 5-year 8.17%, 10-year 9.27%.

FLMVX returns outperform the peer average of 9.54% 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.