FTAGX Mutual Fund

FTAGX Mutual Fund

NAV$28.41
See how much of FTAGX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.97%
3 Months
-0.04%
6 Months
+1.05%
YTD
+4.63%
1 Year
+13.46%
3 Years (annualized)
+6.42%
5 Years (annualized)
+2.21%
10 Years (annualized)
+4.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTAGX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.63%
Peer Avg (YTD)
+4.85%
vs Peers
-0.22%

FTAGX Mutual Fund Performance

FTAGX performance across multiple time periods: 1-month -1.97%, YTD 4.63%, 1-year 13.46%, 3-year 6.42%, 5-year 2.21%, 10-year 4.93%.

FTAGX returns trail the peer average of 4.85% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

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