FOTEX Mutual Fund

FOTEX Mutual Fund

NAV$30.34
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Returns Overview

1 Month
-6.54%
3 Months
+4.62%
6 Months
+16.65%
YTD
+18.47%
1 Year
+34.40%
3 Years (annualized)
+27.03%
5 Years (annualized)
+14.46%
10 Years (annualized)
+20.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FOTEX 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
Nasdaq Composite Index(CCMP)
This Mutual Fund (YTD)
+18.47%
Peer Avg (YTD)
+6.23%
vs Peers
+12.24%

FOTEX Mutual Fund Performance

FOTEX performance across multiple time periods: 1-month -6.54%, YTD 18.47%, 1-year 34.40%, 3-year 27.03%, 5-year 14.46%, 10-year 20.08%.

FOTEX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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