FTSAX Mutual Fund

NAV$49.17

Returns Overview

1 Month
+5.57%
3 Months
+13.12%
6 Months
+19.97%
YTD
+18.78%
1 Year
+31.09%
3 Years (annualized)
+14.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTSAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+18.78%
Peer Avg (YTD)
+10.82%
vs Peers
+7.97%

FTSAX Mutual Fund Performance

FTSAX performance across multiple time periods: 1-month 5.57%, YTD 18.78%, 1-year 31.09%, 3-year 14.80%.

FTSAX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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