FLTKX Mutual Fund

NAV$17.51

Returns Overview

1 Month
+0.06%
3 Months
+13.78%
6 Months
+11.41%
YTD
+10.65%
1 Year
+24.14%
3 Years (annualized)
+19.11%
5 Years (annualized)
+11.58%
10 Years (annualized)
+12.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLTKX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+10.65%
Peer Avg (YTD)
+7.64%
vs Peers
+3.01%

FLTKX Mutual Fund Performance

FLTKX performance across multiple time periods: 1-month 0.06%, YTD 10.65%, 1-year 24.14%, 3-year 19.11%, 5-year 11.58%, 10-year 12.48%.

FLTKX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

FLTKX performance comparison shows side-by-side returns with another fund. FLTKX alternatives are available in the Mutual Fund Screener.