FTLMX Mutual Fund

FTLMX Mutual Fund

NAV$14.28
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Returns Overview

1 Month
-0.70%
3 Months
+1.96%
6 Months
+3.93%
YTD
+5.52%
1 Year
+13.21%
3 Years (annualized)
+11.57%
5 Years (annualized)
+5.75%
10 Years (annualized)
+7.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTLMX 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
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🏦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)
+5.52%
Peer Avg (YTD)
+6.99%
vs Peers
-1.47%

FTLMX Mutual Fund Performance

FTLMX performance across multiple time periods: 1-month -0.70%, YTD 5.52%, 1-year 13.21%, 3-year 11.57%, 5-year 5.75%, 10-year 7.44%.

FTLMX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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