FLTDX Mutual Fund

FLTDX Mutual Fund

NAV$10.64
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Returns Overview

1 Month
-3.12%
3 Months
-3.88%
6 Months
-2.71%
YTD
-2.76%
1 Year
-2.01%
3 Years (annualized)
+2.92%
5 Years (annualized)
+1.03%
10 Years (annualized)
+1.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLTDX 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
Lipper Short-Intermediate Municipal Debt Funds Index(^LSINTMUDFI)
This Mutual Fund (YTD)
-2.76%
Peer Avg (YTD)
-3.82%
vs Peers
+1.07%

FLTDX Mutual Fund Performance

FLTDX performance across multiple time periods: 1-month -3.12%, YTD -2.76%, 1-year -2.01%, 3-year 2.92%, 5-year 1.03%, 10-year 1.59%.

FLTDX returns outperform the peer average of -3.82% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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