FTFZX Mutual Fund

FTFZX Mutual Fund

NAV$10.34
See how much of FTFZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.40%
3 Months
+0.18%
6 Months
+0.32%
YTD
+0.94%
1 Year
+3.06%
3 Years (annualized)
+3.72%
5 Years (annualized)
+1.78%
10 Years (annualized)
+1.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTFZX 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
Bloomberg Municipal Short 1-5 Years Index(^BMSYI)
This Mutual Fund (YTD)
+0.94%
Peer Avg (YTD)
+0.23%
vs Peers
+0.71%

FTFZX Mutual Fund Performance

FTFZX performance across multiple time periods: 1-month -0.40%, YTD 0.94%, 1-year 3.06%, 3-year 3.72%, 5-year 1.78%, 10-year 1.74%.

FTFZX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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