FTHEX Mutual Fund

NAV$12.00

Returns Overview

3 Months
+1.74%
6 Months
+8.54%
YTD
+8.54%
1 Year
+15.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTHEX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

This Mutual Fund (YTD)
+8.54%
Peer Avg (YTD)
+7.21%
vs Peers
+1.33%

FTHEX Mutual Fund Performance

FTHEX performance across multiple time periods: YTD 8.54%, 1-year 15.83%.

FTHEX returns outperform the peer average of 7.21% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

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