FTRAX Mutual Fund

NAV$11.22

Returns Overview

1 Month
+0.16%
3 Months
+4.88%
6 Months
+4.43%
YTD
+4.14%
1 Year
+10.29%
3 Years (annualized)
+8.99%
5 Years (annualized)
+4.30%
10 Years (annualized)
+4.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTRAX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+4.14%
Peer Avg (YTD)
+7.64%
vs Peers
-3.49%

FTRAX Mutual Fund Performance

FTRAX performance across multiple time periods: 1-month 0.16%, YTD 4.14%, 1-year 10.29%, 3-year 8.99%, 5-year 4.30%, 10-year 4.86%.

FTRAX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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