FLNCX Mutual Fund

FLNCX Mutual Fund

NAV$9.73
See how much of FLNCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.00%
3 Months
-1.89%
6 Months
-2.69%
YTD
-1.85%
1 Year
-1.53%
3 Years (annualized)
+3.70%
5 Years (annualized)
-0.68%
10 Years (annualized)
+1.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLNCX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Municipal Bond Index(^SAPIMAIN:SP)
This Mutual Fund (YTD)
-1.85%
Peer Avg (YTD)
-0.87%
vs Peers
-0.99%

FLNCX Mutual Fund Performance

FLNCX performance across multiple time periods: 1-month 4.00%, YTD -1.85%, 1-year -1.53%, 3-year 3.70%, 5-year -0.68%, 10-year 1.02%.

FLNCX returns trail the peer average of -0.87% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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