FTMIX Mutual Fund

FTMIX Mutual Fund

NAV$23.92
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Returns Overview

1 Month
+0.42%
3 Months
+0.76%
6 Months
+2.24%
YTD
+2.86%
1 Year
+3.37%
3 Years (annualized)
+6.68%
5 Years (annualized)
+3.95%
10 Years (annualized)
+4.25%

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
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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)
+2.86%
Peer Avg (YTD)
+3.99%
vs Peers
-1.13%

FTMIX Mutual Fund Performance

FTMIX performance across multiple time periods: 1-month 0.42%, YTD 2.86%, 1-year 3.37%, 3-year 6.68%, 5-year 3.95%, 10-year 4.25%.

FTMIX returns trail the peer average of 3.99% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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