FTLQX Mutual Fund

FTLQX Mutual Fund

NAV$23.42
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Returns Overview

1 Month
+0.09%
3 Months
+3.07%
6 Months
+4.80%
YTD
+5.94%
1 Year
+12.99%
3 Years (annualized)
+13.98%
5 Years (annualized)
+7.56%
10 Years (annualized)
+11.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTLQX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.94%
Peer Avg (YTD)
+6.57%
vs Peers
-0.63%

FTLQX Mutual Fund Performance

FTLQX performance across multiple time periods: 1-month 0.09%, YTD 5.94%, 1-year 12.99%, 3-year 13.98%, 5-year 7.56%, 10-year 11.07%.

FTLQX returns trail the peer average of 6.57% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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