FTAOX Mutual Fund

FTAOX Mutual Fund

NAV$9.64
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Returns Overview

1 Month
+1.89%
3 Months
+0.31%
6 Months
+0.73%
YTD
+1.47%
1 Year
+6.77%
3 Years (annualized)
+10.72%
5 Years (annualized)
+5.68%
10 Years (annualized)
+2.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTAOX 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
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📉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
Bloomberg US 1-5 Year Corporate Bond Index
This Mutual Fund (YTD)
+1.47%
Peer Avg (YTD)
+1.93%
vs Peers
-0.46%

FTAOX Mutual Fund Performance

FTAOX performance across multiple time periods: 1-month 1.89%, YTD 1.47%, 1-year 6.77%, 3-year 10.72%, 5-year 5.68%, 10-year 2.23%.

FTAOX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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