FIRTX Mutual Fund

FIRTX Mutual Fund

NAV$9.46
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Returns Overview

1 Month
-0.11%
3 Months
-7.10%
6 Months
-8.97%
YTD
-8.09%
1 Year
-5.63%
3 Years (annualized)
+5.58%
5 Years (annualized)
-5.21%
10 Years (annualized)
+2.56%

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)
-8.09%
Peer Avg (YTD)
+7.23%
vs Peers
-15.32%

FIRTX Mutual Fund Performance

FIRTX performance across multiple time periods: 1-month -0.11%, YTD -8.09%, 1-year -5.63%, 3-year 5.58%, 5-year -5.21%, 10-year 2.56%.

FIRTX returns trail the peer average of 7.23% 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.