FMTLX Mutual Fund

NAV$17.16

Returns Overview

1 Month
+0.11%
3 Months
+10.24%
6 Months
+8.60%
YTD
+7.99%
1 Year
+20.00%
3 Years (annualized)
+17.13%
5 Years (annualized)
+9.55%
10 Years (annualized)
+10.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMTLX 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
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+7.99%
Peer Avg (YTD)
+7.64%
vs Peers
+0.35%

FMTLX Mutual Fund Performance

FMTLX performance across multiple time periods: 1-month 0.11%, YTD 7.99%, 1-year 20.00%, 3-year 17.13%, 5-year 9.55%, 10-year 10.58%.

FMTLX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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