FLTRX Mutual Fund

FLTRX Mutual Fund

NAV$10.80
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Returns Overview

1 Month
-1.19%
3 Months
-0.91%
6 Months
-1.34%
YTD
+0.38%
1 Year
+1.85%
3 Years (annualized)
+3.00%
5 Years (annualized)
+1.25%
10 Years (annualized)
+1.82%

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
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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)
+0.38%
Peer Avg (YTD)
+0.23%
vs Peers
+0.15%

FLTRX Mutual Fund Performance

FLTRX performance across multiple time periods: 1-month -1.19%, YTD 0.38%, 1-year 1.85%, 3-year 3.00%, 5-year 1.25%, 10-year 1.82%.

FLTRX returns outperform the peer average of 0.23% 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.