Quarterly Returns +
| Year | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | - | -28 | 10.4 | -1.1 | 4.3 | 1 | 1.8 | 2 | 10.4 | 14 | - |
| Q2 | - | 19.2 | 0.1 | 3.5 | 3.3 | -0.6 | 2.5 | 2.8 | 5.2 | -6.4 | - |
| Q3 | - | -0.1 | -8.2 | 2.8 | 5 | 4.9 | -6.2 | -1.5 | 6.9 | 6.3 | - |
| Q4 | - | - | 11.5 | -13.5 | 6.1 | 3.3 | 1.6 | 4.2 | 7.9 | 3.1 | - |
Monthly Returns +
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | - | - | - | - | - | - | - | - | - | - | - | - |
| 2020 | -4.36 | -9.07 | -17.26 | 12.72 | 4.41 | 1.3 | 4.31 | 5.23 | -6.94 | 1.02 | 13.4 | 4.45 |
Annual Returns +
| Year | 2000 | 2001 | 2002 | 2003 | 2004 | 2005 | 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FLPSX | 18.8% | 26.6% | -6.1% | 40.8% | 22% | 8.7% | 17.8% | 3% | -36.1% | 39.1% | 20.8% | -0.2% | 18.5% | 34.3% | 7.6% | -0.6% | 8.8% | 20.7% | -10.8% | 15.3% | -2.8% | 0% |
| ^RMCCV - Russell Midcap? Value Index | 0% | 0% | 0% | 0% | 0% | 0% | 13.5% | 4.1% | -37.1% | 30.5% | 22.1% | -3.6% | 15.8% | 30.7% | 12.4% | -6.9% | 17.2% | 10.9% | -14.3% | 24% | 2.5% | 15.5% |
