FRTAX Mutual Fund

FRTAX Mutual Fund

NAV$16.95
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Returns Overview

1 Month
-0.66%
3 Months
+2.62%
6 Months
+5.22%
YTD
+7.14%
1 Year
+16.39%
3 Years (annualized)
+13.81%
5 Years (annualized)
+7.31%
10 Years (annualized)
+9.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRTAX 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 ACWI Index (Net)
This Mutual Fund (YTD)
+7.14%
Peer Avg (YTD)
+6.99%
vs Peers
+0.15%

FRTAX Mutual Fund Performance

FRTAX performance across multiple time periods: 1-month -0.66%, YTD 7.14%, 1-year 16.39%, 3-year 13.81%, 5-year 7.31%, 10-year 9.04%.

FRTAX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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