FTHAX Mutual Fund

NAV$59.30

Returns Overview

1 Month
+4.70%
3 Months
+14.45%
6 Months
+15.10%
YTD
+13.77%
1 Year
+29.04%
3 Years (annualized)
+21.27%
5 Years (annualized)
+13.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTHAX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+13.77%
Peer Avg (YTD)
+18.52%
vs Peers
-4.75%

FTHAX Mutual Fund Performance

FTHAX performance across multiple time periods: 1-month 4.70%, YTD 13.77%, 1-year 29.04%, 3-year 21.27%, 5-year 13.59%.

FTHAX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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