FTRLX Mutual Fund

FTRLX Mutual Fund

NAV$9.16
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Returns Overview

1 Month
+1.89%
3 Months
-0.32%
6 Months
-1.37%
YTD
-2.00%
1 Year
-1.81%
3 Years (annualized)
+4.13%
5 Years (annualized)
-1.14%
10 Years (annualized)
+1.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTRLX 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)
-2.00%
Peer Avg (YTD)
+1.93%
vs Peers
-3.93%

FTRLX Mutual Fund Performance

FTRLX performance across multiple time periods: 1-month 1.89%, YTD -2.00%, 1-year -1.81%, 3-year 4.13%, 5-year -1.14%, 10-year 1.31%.

FTRLX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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