FMLTX Mutual Fund

FMLTX Mutual Fund

NAV$19.37
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Returns Overview

1 Month
-1.57%
3 Months
-0.26%
6 Months
+3.20%
YTD
+8.80%
1 Year
+10.77%
3 Years (annualized)
+19.86%
5 Years (annualized)
+9.35%
10 Years (annualized)
+11.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMLTX 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
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+8.80%
Peer Avg (YTD)
+6.70%
vs Peers
+2.10%

FMLTX Mutual Fund Performance

FMLTX performance across multiple time periods: 1-month -1.57%, YTD 8.80%, 1-year 10.77%, 3-year 19.86%, 5-year 9.35%, 10-year 11.13%.

FMLTX returns outperform the peer average of 6.70% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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