FTCOX Mutual Fund

NAV$24.13

Returns Overview

1 Month
-0.08%
3 Months
+12.38%
6 Months
+6.24%
YTD
+5.68%
1 Year
+13.40%
3 Years (annualized)
+15.17%
5 Years (annualized)
+7.57%
10 Years (annualized)
+11.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTCOX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.68%
Peer Avg (YTD)
+6.73%
vs Peers
-1.05%

FTCOX Mutual Fund Performance

FTCOX performance across multiple time periods: 1-month -0.08%, YTD 5.68%, 1-year 13.40%, 3-year 15.17%, 5-year 7.57%, 10-year 11.46%.

FTCOX returns trail the peer average of 6.73% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

FTCOX performance comparison shows side-by-side returns with another fund. FTCOX alternatives are available in the Mutual Fund Screener.