FOTGX Mutual Fund

FOTGX Mutual Fund

NAV$30.07
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Returns Overview

1 Month
-6.59%
3 Months
+4.51%
6 Months
+16.32%
YTD
+18.10%
1 Year
+33.70%
3 Years (annualized)
+26.40%
5 Years (annualized)
+13.89%
10 Years (annualized)
+19.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FOTGX 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
Nasdaq Composite Index(CCMP)
This Mutual Fund (YTD)
+18.10%
Peer Avg (YTD)
+6.23%
vs Peers
+11.87%

FOTGX Mutual Fund Performance

FOTGX performance across multiple time periods: 1-month -6.59%, YTD 18.10%, 1-year 33.70%, 3-year 26.40%, 5-year 13.89%, 10-year 19.48%.

FOTGX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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