FTLRX Mutual Fund

FTLRX Mutual Fund

NAV$10.26
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Returns Overview

1 Month
-2.16%
3 Months
-1.33%
6 Months
-0.92%
YTD
+0.75%
1 Year
+6.94%
3 Years (annualized)
+3.10%
5 Years (annualized)
+0.64%
10 Years (annualized)
+2.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTLRX 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 Municipal Bond Index(^SAPIMAIN:SP)
This Mutual Fund (YTD)
+0.75%
Peer Avg (YTD)
+0.23%
vs Peers
+0.52%

FTLRX Mutual Fund Performance

FTLRX performance across multiple time periods: 1-month -2.16%, YTD 0.75%, 1-year 6.94%, 3-year 3.10%, 5-year 0.64%, 10-year 2.03%.

FTLRX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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