FLTRX Mutual Fund

FLTRX Mutual Fund

NAV$10.56
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Returns Overview

1 Month
+0.09%
3 Months
-0.91%
6 Months
-2.25%
YTD
+0.71%
1 Year
+2.43%
3 Years (annualized)
+0.43%
5 Years (annualized)
-0.95%
10 Years (annualized)
-0.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLTRX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lipper Short-Intermediate Municipal Debt Funds Index(^LSINTMUDFI)
This Mutual Fund (YTD)
+0.71%
Peer Avg (YTD)
+0.15%
vs Peers
+0.56%

FLTRX Mutual Fund Performance

FLTRX performance across multiple time periods: 1-month 0.09%, YTD 0.71%, 1-year 2.43%, 3-year 0.43%, 5-year -0.95%, 10-year -0.28%.

FLTRX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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