FTHAX Mutual Fund

FTHAX Mutual Fund

NAV$58.46
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Returns Overview

1 Month
+1.46%
3 Months
+6.52%
6 Months
+12.84%
YTD
+16.78%
1 Year
+26.64%
3 Years (annualized)
+17.79%
5 Years (annualized)
+12.62%
10 Years (annualized)
+13.81%

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
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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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+16.78%
Peer Avg (YTD)
+15.31%
vs Peers
+1.47%

FTHAX Mutual Fund Performance

FTHAX performance across multiple time periods: 1-month 1.46%, YTD 16.78%, 1-year 26.64%, 3-year 17.79%, 5-year 12.62%, 10-year 13.81%.

FTHAX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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