FLMTX Mutual Fund

FLMTX Mutual Fund

NAV$11.08
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Returns Overview

1 Month
-1.95%
3 Months
-1.14%
6 Months
+3.84%
YTD
+3.19%
1 Year
+5.57%
3 Years (annualized)
+9.65%
5 Years (annualized)
+4.69%
10 Years (annualized)
+5.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLMTX 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
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+3.19%
Peer Avg (YTD)
+7.09%
vs Peers
-3.90%

FLMTX Mutual Fund Performance

FLMTX performance across multiple time periods: 1-month -1.95%, YTD 3.19%, 1-year 5.57%, 3-year 9.65%, 5-year 4.69%, 10-year 5.33%.

FLMTX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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