FLSOX Mutual Fund

FLSOX Mutual Fund

NAV$19.30
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Returns Overview

1 Month
-0.68%
3 Months
+1.06%
6 Months
+14.57%
YTD
+11.51%
1 Year
+16.16%
3 Years (annualized)
+19.13%
5 Years (annualized)
+9.92%
10 Years (annualized)
+11.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLSOX 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)
+11.51%
Peer Avg (YTD)
+7.09%
vs Peers
+4.43%

FLSOX Mutual Fund Performance

FLSOX performance across multiple time periods: 1-month -0.68%, YTD 11.51%, 1-year 16.16%, 3-year 19.13%, 5-year 9.92%, 10-year 11.31%.

FLSOX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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