FLMVX Mutual Fund

FLMVX Mutual Fund

NAV$35.28
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Returns Overview

1 Month
-6.60%
3 Months
-4.47%
6 Months
+4.23%
YTD
+5.53%
1 Year
+7.34%
3 Years (annualized)
+13.79%
5 Years (annualized)
+7.85%
10 Years (annualized)
+9.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLMVX 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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+5.53%
Peer Avg (YTD)
+6.72%
vs Peers
-1.19%

FLMVX Mutual Fund Performance

FLMVX performance across multiple time periods: 1-month -6.60%, YTD 5.53%, 1-year 7.34%, 3-year 13.79%, 5-year 7.85%, 10-year 9.23%.

FLMVX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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