FTFQX Mutual Fund

NAV$6.70

Returns Overview

1 Month
+1.19%
3 Months
+3.02%
6 Months
+2.71%
YTD
+2.71%
1 Year
+7.65%
3 Years (annualized)
+3.85%
5 Years (annualized)
+0.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTFQX 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
Bloomberg Municipal Bond California Exempt Index(BBGMNBCEI)
This Mutual Fund (YTD)
+2.71%
Peer Avg (YTD)
+1.98%
vs Peers
+0.74%

FTFQX Mutual Fund Performance

FTFQX performance across multiple time periods: 1-month 1.19%, YTD 2.71%, 1-year 7.65%, 3-year 3.85%, 5-year 0.66%.

FTFQX returns outperform the peer average of 1.98% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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