FTMSX Mutual Fund

FTMSX Mutual Fund

NAV$33.88
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Returns Overview

1 Month
+3.84%
3 Months
+4.89%
6 Months
+21.17%
YTD
+27.47%
1 Year
+27.94%
3 Years (annualized)
+10.56%
5 Years (annualized)
+2.65%

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
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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
Russell Micro Cap Index(^RUMIC)
This Mutual Fund (YTD)
+27.47%
Peer Avg (YTD)
+15.20%
vs Peers
+12.27%

FTMSX Mutual Fund Performance

FTMSX performance across multiple time periods: 1-month 3.84%, YTD 27.47%, 1-year 27.94%, 3-year 10.56%, 5-year 2.65%.

FTMSX returns outperform the peer average of 15.20% 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.