FLTEX Mutual Fund

FLTEX Mutual Fund

NAV$15.03
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Returns Overview

1 Month
-0.97%
3 Months
-0.23%
6 Months
-0.48%
YTD
+0.39%
1 Year
+3.30%
3 Years (annualized)
+3.68%
5 Years (annualized)
+1.46%
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)
+0.39%
Peer Avg (YTD)
+0.23%
vs Peers
+0.16%

FLTEX Mutual Fund Performance

FLTEX performance across multiple time periods: 1-month -0.97%, YTD 0.39%, 1-year 3.30%, 3-year 3.68%, 5-year 1.46%, 10-year 1.95%.

FLTEX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.26%, 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.