FTAEX Mutual Fund

FTAEX Mutual Fund

NAV$16.10
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Returns Overview

1 Month
-3.92%
3 Months
-4.38%
6 Months
-2.21%
YTD
+5.56%
1 Year
+9.60%
3 Years (annualized)
+19.82%
5 Years (annualized)
+7.63%
10 Years (annualized)
+9.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTAEX 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 ex US Index
This Mutual Fund (YTD)
+5.56%
Peer Avg (YTD)
+8.05%
vs Peers
-2.49%

FTAEX Mutual Fund Performance

FTAEX performance across multiple time periods: 1-month -3.92%, YTD 5.56%, 1-year 9.60%, 3-year 19.82%, 5-year 7.63%, 10-year 9.97%.

FTAEX returns trail the peer average of 8.05% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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