FTESX Mutual Fund

FTESX Mutual Fund

NAV$16.97
See how much of FTESX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.35%
3 Months
+0.39%
6 Months
+1.76%
YTD
+6.64%
1 Year
+9.62%
3 Years (annualized)
+9.16%
5 Years (annualized)
+3.85%
10 Years (annualized)
+6.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTESX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI Emerging Markets Small Cap Index(M1EFSC)
This Mutual Fund (YTD)
+6.64%
Peer Avg (YTD)
+17.66%
vs Peers
-11.01%

FTESX Mutual Fund Performance

FTESX performance across multiple time periods: 1-month -5.35%, YTD 6.64%, 1-year 9.62%, 3-year 9.16%, 5-year 3.85%, 10-year 6.29%.

FTESX returns trail the peer average of 17.66% YTD. With an expense ratio of 2.01%, investors should weigh costs against performance when evaluating this mutual fund.

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