FLTEX Mutual Fund

FLTEX Mutual Fund

NAV$15.48
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Returns Overview

1 Month
+2.60%
3 Months
+0.13%
6 Months
+0.89%
YTD
+2.22%
1 Year
+3.28%
3 Years (annualized)
+7.20%
5 Years (annualized)
+3.87%
10 Years (annualized)
+1.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLTEX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Short-Intermediate 1-10 Years Index
This Mutual Fund (YTD)
+2.22%
Peer Avg (YTD)
-0.87%
vs Peers
+3.08%

FLTEX Mutual Fund Performance

FLTEX performance across multiple time periods: 1-month 2.60%, YTD 2.22%, 1-year 3.28%, 3-year 7.20%, 5-year 3.87%, 10-year 1.95%.

FLTEX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.27%, investors should weigh costs against performance when evaluating this mutual fund.

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