FTMIX Mutual Fund

NAV$24.24

Returns Overview

1 Month
+0.13%
3 Months
+2.57%
6 Months
+2.00%
YTD
+2.00%
1 Year
+5.82%
3 Years (annualized)
+6.72%
5 Years (annualized)
+4.09%
10 Years (annualized)
+4.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTMIX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.00%
Peer Avg (YTD)
+3.47%
vs Peers
-1.47%

FTMIX Mutual Fund Performance

FTMIX performance across multiple time periods: 1-month 0.13%, YTD 2.00%, 1-year 5.82%, 3-year 6.72%, 5-year 4.09%, 10-year 4.08%.

FTMIX returns trail the peer average of 3.47% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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