FLTMX Mutual Fund

FLTMX Mutual Fund

NAV$9.74
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Returns Overview

1 Month
+0.16%
3 Months
-0.90%
6 Months
-2.32%
YTD
-0.80%
1 Year
+2.37%
3 Years (annualized)
+3.15%
5 Years (annualized)
+0.82%
10 Years (annualized)
+1.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLTMX 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 Bond index(BBGMBI)
This Mutual Fund (YTD)
-0.80%
Peer Avg (YTD)
+0.15%
vs Peers
-0.95%

FLTMX Mutual Fund Performance

FLTMX performance across multiple time periods: 1-month 0.16%, YTD -0.80%, 1-year 2.37%, 3-year 3.15%, 5-year 0.82%, 10-year 1.96%.

FLTMX returns trail the peer average of 0.15% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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