FLTNX Mutual Fund

FLTNX Mutual Fund

NAV$16.90
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Returns Overview

1 Month
+2.26%
3 Months
+1.64%
6 Months
+8.05%
YTD
+11.90%
1 Year
+20.47%
3 Years (annualized)
+18.28%
5 Years (annualized)
+8.97%
10 Years (annualized)
+10.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLTNX 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
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+11.90%
Peer Avg (YTD)
+8.76%
vs Peers
+3.14%

FLTNX Mutual Fund Performance

FLTNX performance across multiple time periods: 1-month 2.26%, YTD 11.90%, 1-year 20.47%, 3-year 18.28%, 5-year 8.97%, 10-year 10.37%.

FLTNX returns outperform the peer average of 8.76% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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