FTRFX Mutual Fund

FTRFX Mutual Fund

NAV$9.18
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Returns Overview

1 Month
-1.34%
3 Months
-1.11%
6 Months
-1.69%
YTD
-1.69%
1 Year
+2.58%
3 Years (annualized)
+3.61%
5 Years (annualized)
-0.43%
10 Years (annualized)
+1.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTRFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
-1.69%
Peer Avg (YTD)
+0.12%
vs Peers
-1.81%

FTRFX Mutual Fund Performance

FTRFX performance across multiple time periods: 1-month -1.34%, YTD -1.69%, 1-year 2.58%, 3-year 3.61%, 5-year -0.43%, 10-year 1.74%.

FTRFX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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