FLKSX Mutual Fund

FLKSX Mutual Fund

NAV$16.15
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Returns Overview

1 Month
-5.07%
3 Months
-1.59%
6 Months
+9.03%
YTD
+9.10%
1 Year
+12.32%
3 Years (annualized)
+17.25%
5 Years (annualized)
+11.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLKSX 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
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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)
+9.10%
Peer Avg (YTD)
+6.72%
vs Peers
+2.38%

FLKSX Mutual Fund Performance

FLKSX performance across multiple time periods: 1-month -5.07%, YTD 9.10%, 1-year 12.32%, 3-year 17.25%, 5-year 11.02%.

FLKSX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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