FTOTX Mutual Fund

FTOTX Mutual Fund

NAV$11.78
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Returns Overview

1 Month
+3.19%
3 Months
-2.16%
6 Months
-2.39%
YTD
-0.92%
1 Year
-0.68%
3 Years (annualized)
+5.32%
5 Years (annualized)
+0.40%
10 Years (annualized)
+1.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTOTX 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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-0.92%
Peer Avg (YTD)
-0.87%
vs Peers
-0.05%

FTOTX Mutual Fund Performance

FTOTX performance across multiple time periods: 1-month 3.19%, YTD -0.92%, 1-year -0.68%, 3-year 5.32%, 5-year 0.40%, 10-year 1.57%.

FTOTX returns trail the peer average of -0.87% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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