FRTSX Mutual Fund

FRTSX Mutual Fund

NAV$13.81
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Returns Overview

1 Month
-0.73%
3 Months
+1.51%
6 Months
+3.15%
YTD
+4.61%
1 Year
+11.85%
3 Years (annualized)
+10.30%
5 Years (annualized)
+5.35%
10 Years (annualized)
+6.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRTSX 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)
+4.61%
Peer Avg (YTD)
+6.99%
vs Peers
-2.38%

FRTSX Mutual Fund Performance

FRTSX performance across multiple time periods: 1-month -0.73%, YTD 4.61%, 1-year 11.85%, 3-year 10.30%, 5-year 5.35%, 10-year 6.58%.

FRTSX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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