FTMAX Mutual Fund

FTMAX Mutual Fund

NAV$23.51
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Returns Overview

1 Month
+0.58%
3 Months
+0.76%
6 Months
+1.93%
YTD
+2.56%
1 Year
+4.93%
3 Years (annualized)
+6.26%
5 Years (annualized)
+3.91%
10 Years (annualized)
+3.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTMAX 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
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📉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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.56%
Peer Avg (YTD)
+4.75%
vs Peers
-2.19%

FTMAX Mutual Fund Performance

FTMAX performance across multiple time periods: 1-month 0.58%, YTD 2.56%, 1-year 4.93%, 3-year 6.26%, 5-year 3.91%, 10-year 3.89%.

FTMAX returns trail the peer average of 4.75% YTD. With an expense ratio of 1.86%, investors should weigh costs against performance when evaluating this mutual fund.

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