FTCWX Mutual Fund

NAV$14.64

Returns Overview

1 Month
+0.34%
3 Months
+4.20%
6 Months
+4.17%
YTD
+3.88%
1 Year
+8.45%
3 Years (annualized)
+6.77%
5 Years (annualized)
+2.42%
10 Years (annualized)
+3.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTCWX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+3.88%
Peer Avg (YTD)
+4.14%
vs Peers
-0.26%

FTCWX Mutual Fund Performance

FTCWX performance across multiple time periods: 1-month 0.34%, YTD 3.88%, 1-year 8.45%, 3-year 6.77%, 5-year 2.42%, 10-year 3.40%.

FTCWX returns trail the peer average of 4.14% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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