FIRTX Mutual Fund

FIRTX Mutual Fund

NAV$10.14
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Returns Overview

1 Month
+2.00%
3 Months
-2.02%
6 Months
-5.38%
YTD
-1.07%
1 Year
+6.03%
3 Years (annualized)
+3.35%
5 Years (annualized)
-3.89%
10 Years (annualized)
+2.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIRTX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
-1.07%
Peer Avg (YTD)
+12.53%
vs Peers
-13.60%

FIRTX Mutual Fund Performance

FIRTX performance across multiple time periods: 1-month 2.00%, YTD -1.07%, 1-year 6.03%, 3-year 3.35%, 5-year -3.89%, 10-year 2.89%.

FIRTX returns trail the peer average of 12.53% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

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