FSLCX Mutual Fund

FSLCX Mutual Fund

NAV$21.16
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Returns Overview

1 Month
-5.31%
3 Months
+6.74%
6 Months
+13.48%
YTD
+16.96%
1 Year
+29.21%
3 Years (annualized)
+16.23%
5 Years (annualized)
+7.33%
10 Years (annualized)
+10.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSLCX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+16.96%
Peer Avg (YTD)
+15.31%
vs Peers
+1.65%

FSLCX Mutual Fund Performance

FSLCX performance across multiple time periods: 1-month -5.31%, YTD 16.96%, 1-year 29.21%, 3-year 16.23%, 5-year 7.33%, 10-year 10.17%.

FSLCX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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