FFTYX Mutual Fund

NAV$4.16

Returns Overview

1 Month
-1.20%
3 Months
-1.24%
6 Months
+3.89%
YTD
+6.66%
1 Year
+6.53%
3 Years (annualized)
+12.61%
5 Years (annualized)
+6.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FFTYX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.66%
Peer Avg (YTD)
+15.37%
vs Peers
-8.70%

FFTYX Mutual Fund Performance

FFTYX performance across multiple time periods: 1-month -1.20%, YTD 6.66%, 1-year 6.53%, 3-year 12.61%, 5-year 6.77%.

FFTYX returns trail the peer average of 15.37% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

FFTYX performance comparison shows side-by-side returns with another fund. FFTYX alternatives are available in the Mutual Fund Screener.