FLSPX Mutual Fund

NAV$17.16

Returns Overview

1 Month
-0.54%
3 Months
+12.47%
6 Months
+10.55%
YTD
+9.89%
1 Year
+23.37%
3 Years (annualized)
+13.98%
5 Years (annualized)
+8.46%
10 Years (annualized)
+9.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLSPX 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
Morningstar Moderate Target Risk Index(MSAAMMOR)
This Mutual Fund (YTD)
+9.89%
Peer Avg (YTD)
+3.78%
vs Peers
+6.12%

FLSPX Mutual Fund Performance

FLSPX performance across multiple time periods: 1-month -0.54%, YTD 9.89%, 1-year 23.37%, 3-year 13.98%, 5-year 8.46%, 10-year 9.68%.

FLSPX returns outperform the peer average of 3.78% YTD. With an expense ratio of 1.87%, investors should weigh costs against performance when evaluating this mutual fund.

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