FTMSX Mutual Fund

FTMSX Mutual Fund

NAV$36.30
See how much of FTMSX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-8.16%
3 Months
+9.47%
6 Months
+16.36%
YTD
+22.75%
1 Year
+33.78%
3 Years (annualized)
+7.32%
5 Years (annualized)
+0.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTMSX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Micro Cap Index(^RUMIC)
This Mutual Fund (YTD)
+22.75%
Peer Avg (YTD)
+15.31%
vs Peers
+7.44%

FTMSX Mutual Fund Performance

FTMSX performance across multiple time periods: 1-month -8.16%, YTD 22.75%, 1-year 33.78%, 3-year 7.32%, 5-year 0.34%.

FTMSX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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