FTAEX Mutual Fund

NAV$17.11

Returns Overview

1 Month
+0.59%
3 Months
+12.57%
6 Months
+13.78%
YTD
+12.12%
1 Year
+27.12%
3 Years (annualized)
+19.14%
5 Years (annualized)
+9.20%
10 Years (annualized)
+10.89%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+12.12%
Peer Avg (YTD)
+9.13%
vs Peers
+2.99%

FTAEX Mutual Fund Performance

FTAEX performance across multiple time periods: 1-month 0.59%, YTD 12.12%, 1-year 27.12%, 3-year 19.14%, 5-year 9.20%, 10-year 10.89%.

FTAEX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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