FLTDX Mutual Fund

FLTDX Mutual Fund

NAV$10.91
See how much of FLTDX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.09%
3 Months
-0.91%
6 Months
-1.36%
YTD
+0.28%
1 Year
+1.83%
3 Years (annualized)
+2.58%
5 Years (annualized)
+0.91%
10 Years (annualized)
+1.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLTDX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lipper Short-Intermediate Municipal Debt Funds Index(^LSINTMUDFI)
This Mutual Fund (YTD)
+0.28%
Peer Avg (YTD)
+0.23%
vs Peers
+0.05%

FLTDX Mutual Fund Performance

FLTDX performance across multiple time periods: 1-month -1.09%, YTD 0.28%, 1-year 1.83%, 3-year 2.58%, 5-year 0.91%, 10-year 1.62%.

FLTDX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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