FTAXX Mutual Fund

FTAXX Mutual Fund

NAV$1.00
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Returns Overview

1 Month
+0.14%
3 Months
+0.41%
6 Months
+0.85%
YTD
+0.94%
1 Year
+1.79%
3 Years (annualized)
+2.23%
5 Years (annualized)
+1.65%
10 Years (annualized)
+0.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTAXX 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
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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

This Mutual Fund (YTD)
+0.94%
Peer Avg (YTD)
+1.18%
vs Peers
-0.24%

FTAXX Mutual Fund Performance

FTAXX performance across multiple time periods: 1-month 0.14%, YTD 0.94%, 1-year 1.79%, 3-year 2.23%, 5-year 1.65%, 10-year 0.96%.

FTAXX returns trail the peer average of 1.18% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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