FLMVX Mutual Fund

NAV$37.12

Returns Overview

1 Month
+4.62%
3 Months
+9.11%
6 Months
+11.47%
YTD
+10.47%
1 Year
+14.92%
3 Years (annualized)
+13.54%
5 Years (annualized)
+8.35%
10 Years (annualized)
+9.59%

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
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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+10.47%
Peer Avg (YTD)
+10.82%
vs Peers
-0.35%

FLMVX Mutual Fund Performance

FLMVX performance across multiple time periods: 1-month 4.62%, YTD 10.47%, 1-year 14.92%, 3-year 13.54%, 5-year 8.35%, 10-year 9.59%.

FLMVX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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