FTQXX Mutual Fund

FTQXX Mutual Fund

NAV$1.00

Returns Overview

1 Month
+0.21%
3 Months
+0.63%
6 Months
+1.26%
YTD
+1.26%
1 Year
+2.80%
3 Years (annualized)
+3.53%
5 Years (annualized)
+2.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTQXX 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
ICE Bank of America Merrill Lynch 0-5 Year US Inflation- linked Treasury Index(^GUQI)
This Mutual Fund (YTD)
+1.26%
Peer Avg (YTD)
+1.70%
vs Peers
-0.44%

FTQXX Mutual Fund Performance

FTQXX performance across multiple time periods: 1-month 0.21%, YTD 1.26%, 1-year 2.80%, 3-year 3.53%, 5-year 2.63%.

FTQXX returns trail the peer average of 1.70% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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