FTRIX Mutual Fund

FTRIX Mutual Fund

NAV$34.21
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Returns Overview

1 Month
+1.80%
3 Months
+3.98%
6 Months
+8.56%
YTD
+11.89%
1 Year
+22.86%
3 Years (annualized)
+23.23%
5 Years (annualized)
+16.62%
10 Years (annualized)
+16.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTRIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.89%
Peer Avg (YTD)
+9.41%
vs Peers
+2.48%

FTRIX Mutual Fund Performance

FTRIX performance across multiple time periods: 1-month 1.80%, YTD 11.89%, 1-year 22.86%, 3-year 23.23%, 5-year 16.62%, 10-year 16.33%.

FTRIX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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