FLCGX Mutual Fund

FLCGX Mutual Fund

NAV$41.03
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Returns Overview

1 Month
-1.51%
3 Months
-0.25%
6 Months
+11.30%
YTD
+6.70%
1 Year
+9.89%
3 Years (annualized)
+15.41%
5 Years (annualized)
+7.90%
10 Years (annualized)
+7.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLCGX 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
The S&P Mid-Cap 400 Index
This Mutual Fund (YTD)
+6.70%
Peer Avg (YTD)
+6.72%
vs Peers
-0.02%

FLCGX Mutual Fund Performance

FLCGX performance across multiple time periods: 1-month -1.51%, YTD 6.70%, 1-year 9.89%, 3-year 15.41%, 5-year 7.90%, 10-year 7.91%.

FLCGX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.77%, investors should weigh costs against performance when evaluating this mutual fund.

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