FTLMX Mutual Fund

NAV$14.30

Returns Overview

1 Month
+0.15%
3 Months
+7.91%
6 Months
+6.65%
YTD
+6.26%
1 Year
+17.25%
3 Years (annualized)
+14.50%
5 Years (annualized)
+7.71%
10 Years (annualized)
+8.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTLMX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+6.26%
Peer Avg (YTD)
+7.64%
vs Peers
-1.38%

FTLMX Mutual Fund Performance

FTLMX performance across multiple time periods: 1-month 0.15%, YTD 6.26%, 1-year 17.25%, 3-year 14.50%, 5-year 7.71%, 10-year 8.60%.

FTLMX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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