FMRTX Mutual Fund

FMRTX Mutual Fund

NAV$7.48
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Returns Overview

1 Month
+5.20%
3 Months
+2.79%
6 Months
+5.84%
YTD
+4.49%
1 Year
+18.96%
3 Years (annualized)
+11.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMRTX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.49%
Peer Avg (YTD)
+4.19%
vs Peers
+0.30%

FMRTX Mutual Fund Performance

FMRTX performance across multiple time periods: 1-month 5.20%, YTD 4.49%, 1-year 18.96%, 3-year 11.60%.

FMRTX returns outperform the peer average of 4.19% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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