FLTRX Mutual Fund

NAV$10.87

Returns Overview

1 Month
+0.18%
3 Months
+0.64%
6 Months
+0.63%
YTD
+0.54%
1 Year
+3.23%
3 Years (annualized)
+3.21%
5 Years (annualized)
+1.39%
10 Years (annualized)
+1.96%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Lipper Short-Intermediate Municipal Debt Funds Index(^LSINTMUDFI)
This Mutual Fund (YTD)
+0.54%
Peer Avg (YTD)
+1.79%
vs Peers
-1.24%

FLTRX Mutual Fund Performance

FLTRX performance across multiple time periods: 1-month 0.18%, YTD 0.54%, 1-year 3.23%, 3-year 3.21%, 5-year 1.39%, 10-year 1.96%.

FLTRX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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