FLTFX Mutual Fund

FLTFX Mutual Fund

NAV$17.45
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Returns Overview

1 Month
-0.63%
3 Months
+1.17%
6 Months
+14.96%
YTD
+11.72%
1 Year
+16.39%
3 Years (annualized)
+19.35%
5 Years (annualized)
+10.97%
10 Years (annualized)
+12.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLTFX 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
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+11.72%
Peer Avg (YTD)
+7.09%
vs Peers
+4.63%

FLTFX Mutual Fund Performance

FLTFX performance across multiple time periods: 1-month -0.63%, YTD 11.72%, 1-year 16.39%, 3-year 19.35%, 5-year 10.97%, 10-year 12.14%.

FLTFX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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