FTESX Mutual Fund

NAV$16.54

Returns Overview

1 Month
+3.59%
3 Months
+14.87%
6 Months
+13.21%
YTD
+12.67%
1 Year
+13.59%
3 Years (annualized)
+12.21%
5 Years (annualized)
+4.51%
10 Years (annualized)
+7.26%

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

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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 Emerging Markets Small Cap Index(M1EFSC)
This Mutual Fund (YTD)
+12.67%
Peer Avg (YTD)
+23.08%
vs Peers
-10.40%

FTESX Mutual Fund Performance

FTESX performance across multiple time periods: 1-month 3.59%, YTD 12.67%, 1-year 13.59%, 3-year 12.21%, 5-year 4.51%, 10-year 7.26%.

FTESX returns trail the peer average of 23.08% YTD. With an expense ratio of 2.01%, investors should weigh costs against performance when evaluating this mutual fund.

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