FLTNX Mutual Fund

NAV$16.38

Returns Overview

1 Month
-0.06%
3 Months
+13.41%
6 Months
+10.82%
YTD
+10.03%
1 Year
+22.84%
3 Years (annualized)
+17.93%
5 Years (annualized)
+10.48%
10 Years (annualized)
+11.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLTNX 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)
+10.03%
Peer Avg (YTD)
+7.64%
vs Peers
+2.39%

FLTNX Mutual Fund Performance

FLTNX performance across multiple time periods: 1-month -0.06%, YTD 10.03%, 1-year 22.84%, 3-year 17.93%, 5-year 10.48%, 10-year 11.52%.

FLTNX returns outperform the peer average of 7.64% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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