FLSTX Mutual Fund

NAV$41.85

Returns Overview

3 Months
+6.60%
6 Months
+8.85%
YTD
+25.70%
1 Year
+27.30%
3 Years (annualized)
+2.49%
5 Years (annualized)
+11.59%
10 Years (annualized)
+8.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLSTX 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
Fidelity US Leveraged Stock Linked Index
This Mutual Fund (YTD)
+25.70%
Peer Avg (YTD)
+24.89%
vs Peers
+0.80%

FLSTX Mutual Fund Performance

FLSTX performance across multiple time periods: YTD 25.70%, 1-year 27.30%, 3-year 2.49%, 5-year 11.59%, 10-year 8.04%.

FLSTX returns outperform the peer average of 24.89% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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