FTLSX Mutual Fund

NAV$10.49

Returns Overview

1 Month
+0.20%
3 Months
+4.63%
6 Months
+5.04%
YTD
+4.73%
1 Year
+9.68%
3 Years (annualized)
+8.15%
5 Years (annualized)
+3.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTLSX 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
Fidelity Freedom Income Composite Index(^FIDFINC)
This Mutual Fund (YTD)
+4.73%
Peer Avg (YTD)
+7.64%
vs Peers
-2.91%

FTLSX Mutual Fund Performance

FTLSX performance across multiple time periods: 1-month 0.20%, YTD 4.73%, 1-year 9.68%, 3-year 8.15%, 5-year 3.38%.

FTLSX returns trail the peer average of 7.64% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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