FLPSX Mutual Fund

NAV$48.62

Returns Overview

1 Month
+2.22%
3 Months
+10.84%
6 Months
+11.88%
YTD
+10.89%
1 Year
+19.96%
3 Years (annualized)
+14.73%
5 Years (annualized)
+9.07%
10 Years (annualized)
+11.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLPSX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+10.89%
Peer Avg (YTD)
+10.82%
vs Peers
+0.07%

FLPSX Mutual Fund Performance

FLPSX performance across multiple time periods: 1-month 2.22%, YTD 10.89%, 1-year 19.96%, 3-year 14.73%, 5-year 9.07%, 10-year 11.45%.

FLPSX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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