FTORX Mutual Fund

FTORX Mutual Fund

NAV$11.80
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Returns Overview

1 Month
-3.25%
3 Months
-1.88%
6 Months
-2.16%
YTD
-0.77%
1 Year
-0.57%
3 Years (annualized)
+5.21%
5 Years (annualized)
+0.22%
10 Years (annualized)
+1.35%

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
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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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-0.77%
Peer Avg (YTD)
-0.87%
vs Peers
+0.09%

FTORX Mutual Fund Performance

FTORX performance across multiple time periods: 1-month -3.25%, YTD -0.77%, 1-year -0.57%, 3-year 5.21%, 5-year 0.22%, 10-year 1.35%.

FTORX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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