FLTFX Mutual Fund

FLTFX Mutual Fund

NAV$16.90
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Returns Overview

1 Month
-1.97%
3 Months
-0.35%
6 Months
+3.47%
YTD
+9.51%
1 Year
+11.67%
3 Years (annualized)
+20.77%
5 Years (annualized)
+9.14%
10 Years (annualized)
+10.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLTFX 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
PROUpgrade to run
🏦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)
+9.51%
Peer Avg (YTD)
+14.77%
vs Peers
-5.25%

FLTFX Mutual Fund Performance

FLTFX performance across multiple time periods: 1-month -1.97%, YTD 9.51%, 1-year 11.67%, 3-year 20.77%, 5-year 9.14%, 10-year 10.96%.

FLTFX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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