FTESX Mutual Fund

FTESX Mutual Fund

NAV$16.86
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Returns Overview

1 Month
+9.63%
3 Months
+7.49%
6 Months
+8.31%
YTD
+16.92%
1 Year
+18.85%
3 Years (annualized)
+13.86%
5 Years (annualized)
+5.64%
10 Years (annualized)
+7.05%

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
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📉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

Benchmark
MSCI Emerging Markets Small Cap Index(M1EFSC)
This Mutual Fund (YTD)
+16.92%
Peer Avg (YTD)
+20.14%
vs Peers
-3.22%

FTESX Mutual Fund Performance

FTESX performance across multiple time periods: 1-month 9.63%, YTD 16.92%, 1-year 18.85%, 3-year 13.86%, 5-year 5.64%, 10-year 7.05%.

FTESX returns trail the peer average of 20.14% 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.