FTSFX Mutual Fund

FTSFX Mutual Fund

NAV$48.55
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Returns Overview

1 Month
-1.10%
3 Months
+4.96%
6 Months
+13.01%
YTD
+18.94%
1 Year
+27.90%
3 Years (annualized)
+12.96%
5 Years (annualized)
+7.33%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+18.94%
Peer Avg (YTD)
+9.54%
vs Peers
+9.40%

FTSFX Mutual Fund Performance

FTSFX performance across multiple time periods: 1-month -1.10%, YTD 18.94%, 1-year 27.90%, 3-year 12.96%, 5-year 7.33%.

FTSFX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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