FLTFX Mutual Fund

FLTFX Mutual Fund

NAV$17.12
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Returns Overview

1 Month
-0.47%
3 Months
+3.84%
6 Months
+7.34%
YTD
+9.90%
1 Year
+22.09%
3 Years (annualized)
+17.36%
5 Years (annualized)
+9.82%
10 Years (annualized)
+11.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLTFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+9.90%
Peer Avg (YTD)
+6.99%
vs Peers
+2.91%

FLTFX Mutual Fund Performance

FLTFX performance across multiple time periods: 1-month -0.47%, YTD 9.90%, 1-year 22.09%, 3-year 17.36%, 5-year 9.82%, 10-year 11.02%.

FLTFX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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