FTASX Mutual Fund

FTASX Mutual Fund

NAV$33.61
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Returns Overview

1 Month
-1.25%
3 Months
+2.76%
6 Months
+7.04%
YTD
+9.52%
1 Year
+19.19%
3 Years (annualized)
+13.77%
5 Years (annualized)
+7.10%
10 Years (annualized)
+9.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTASX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+9.52%
Peer Avg (YTD)
+6.57%
vs Peers
+2.95%

FTASX Mutual Fund Performance

FTASX performance across multiple time periods: 1-month -1.25%, YTD 9.52%, 1-year 19.19%, 3-year 13.77%, 5-year 7.10%, 10-year 9.26%.

FTASX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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