FTORX Mutual Fund

NAV$12.06

Returns Overview

1 Month
+1.37%
3 Months
+3.71%
6 Months
+3.40%
YTD
+3.48%
1 Year
+8.71%
3 Years (annualized)
+4.16%
5 Years (annualized)
+1.01%
10 Years (annualized)
+1.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTORX 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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+3.48%
Peer Avg (YTD)
+1.79%
vs Peers
+1.69%

FTORX Mutual Fund Performance

FTORX performance across multiple time periods: 1-month 1.37%, YTD 3.48%, 1-year 8.71%, 3-year 4.16%, 5-year 1.01%, 10-year 1.67%.

FTORX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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