FTRKX Mutual Fund

FTRKX Mutual Fund

NAV$9.02
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Returns Overview

1 Month
+0.42%
3 Months
-0.76%
6 Months
-2.43%
YTD
-1.42%
1 Year
+1.20%
3 Years (annualized)
+2.93%
5 Years (annualized)
-1.25%
10 Years (annualized)
+1.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTRKX 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
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
-1.42%
Peer Avg (YTD)
+2.15%
vs Peers
-3.57%

FTRKX Mutual Fund Performance

FTRKX performance across multiple time periods: 1-month 0.42%, YTD -1.42%, 1-year 1.20%, 3-year 2.93%, 5-year -1.25%, 10-year 1.05%.

FTRKX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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