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FLFGX: GLOBAL OPPORTUNITIES FUND RETAIL CLASS (MUTUAL FUND)
Basic Info 12.74 0(0.0%) June 05
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (32%) |
| Start Date: | 02/07/2006 |
| Last Dividend Date: | 03/30/2026 |
| 12-Mo. Yield | 13.91% |
| Expenses | 1.91% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.5 | 9.2 | 21.7 | 15.2 | 5.3 | 6.8 | 6.0 | 5.1 | 4.8 | 18.8 | 8.9 | 15.4 | -13.4 | 1.4 | 0.7 | 13.2 | -7.4 | 22.0 | 4.4 | -7.2 | 5.6 | 23.3 | 12.9 | -8.2 | 19.4 | 38.3 | -43.6 | 5.1 | 10.6 |
| Sharpe Ratio | NA | 1.36 | 1.55 | 0.91 | 0.2 | 0.4 | NA | NA | 0.2 | 1.05 | 0.48 | 1.06 | -1.15 | 0.09 | 0.03 | 1.29 | -0.77 | 2.71 | 0.26 | -0.47 | 0.46 | 1.18 | 0.91 | -0.31 | 0.95 | 1.25 | -1.08 | 0.12 | 0.78 |
| Draw Down(%) | NA | 8.9 | 8.9 | 14.6 | 29.4 | 29.4 | NA | NA | 58.0 | 14.6 | 7.6 | 10.4 | 20.8 | 11.1 | 24.5 | 6.1 | 14.2 | 2.1 | 13.4 | 15.5 | 10.6 | 13.5 | 12.4 | 26.3 | 15.7 | 25.4 | 54.5 | 10.6 | 10.6 |
| Standard Deviation(%) | NA | 14.9 | 12.3 | 13.2 | 13.5 | 13.0 | NA | NA | 18.4 | 15.2 | 11.2 | 11.2 | 13.0 | 15.5 | 17.5 | 9.1 | 11.5 | 7.9 | 15.8 | 15.3 | 12.2 | 19.7 | 14.2 | 26.6 | 20.4 | 30.5 | 41.1 | 16.1 | 10.8 |
| Treynor Ratio | NA | 0.31 | 0.32 | 0.22 | 0.07 | 0.14 | NA | NA | 0.1 | 0.29 | 0.11 | 0.24 | -0.5 | 0.04 | 0.02 | 0.33 | -0.21 | 0.31 | 0.05 | -0.08 | 0.08 | 0.23 | 0.14 | -0.23 | -10.75 | -2.2 | -5.75 | 0.02 | 0.11 |
| Alpha | NA | 0.08 | 0.05 | 0.01 | 0.0 | 0.0 | NA | NA | 0.0 | 0.03 | -0.03 | -0.02 | -0.01 | -0.01 | -0.04 | -0.01 | -0.04 | 0.0 | 0.02 | -0.06 | -0.01 | -0.03 | -0.01 | -0.02 | 0.08 | 0.17 | -0.18 | -0.02 | 0.04 |
| Beta | NA | 0.64 | 0.59 | 0.54 | 0.42 | 0.38 | NA | NA | 0.35 | 0.55 | 0.48 | 0.49 | 0.3 | 0.39 | 0.21 | 0.36 | 0.43 | 0.68 | 0.92 | 0.88 | 0.74 | 1.0 | 0.89 | 0.36 | -0.02 | -0.17 | 0.08 | 0.93 | 0.75 |
| RSquared | NA | 0.69 | 0.68 | 0.73 | 0.59 | 0.47 | NA | NA | 0.18 | 0.81 | 0.67 | 0.67 | 0.73 | 0.31 | 0.2 | 0.52 | 0.6 | 0.55 | 0.73 | 0.87 | 0.68 | 0.36 | 0.84 | 0.13 | 0.0 | 0.02 | 0.0 | 0.91 | 0.8 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 14.9 | 13.2 | 1.9 | 0.2 | 0.0 | 0.0 | 2.3 | 4.4 | 1.7 | 1.2 | 2.8 | 14.4 | 10.1 | 0.0 | 0.3 | 0.4 | 0.0 | 0.5 | 6.4 | 0.6 |
| Dividend Growth(%) | N/A | -99.8 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 9.9 | 694.6 | 615.4 | N/A | N/A | -100.0 | -53.6 | 215.1 | 50.5 | -62.9 | -81.9 | 56.3 | N/A | -100.0 | 6.9 | N/A | -100.0 | -92.8 | 1034.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/31/2006
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