FTAHX Mutual Fund

FTAHX Mutual Fund

NAV$9.43
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Returns Overview

1 Month
+0.69%
3 Months
+0.09%
6 Months
+1.04%
YTD
+2.51%
1 Year
+4.57%
3 Years (annualized)
+9.02%
5 Years (annualized)
+4.91%
10 Years (annualized)
+5.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTAHX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Corporate High Yield 2% Issuer Capped Bond Index
This Mutual Fund (YTD)
+2.51%
Peer Avg (YTD)
+2.15%
vs Peers
+0.36%

FTAHX Mutual Fund Performance

FTAHX performance across multiple time periods: 1-month 0.69%, YTD 2.51%, 1-year 4.57%, 3-year 9.02%, 5-year 4.91%, 10-year 5.89%.

FTAHX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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