FTSFX Mutual Fund

NAV$49.17

Returns Overview

1 Month
+5.62%
3 Months
+13.27%
6 Months
+20.26%
YTD
+19.08%
1 Year
+31.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTSFX 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)
+19.08%
Peer Avg (YTD)
+10.82%
vs Peers
+8.26%

FTSFX Mutual Fund Performance

FTSFX performance across multiple time periods: 1-month 5.62%, YTD 19.08%, 1-year 31.77%.

FTSFX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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