FTSFX Mutual Fund

FTSFX Mutual Fund

NAV$48.21
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Returns Overview

1 Month
+4.21%
3 Months
+0.02%
6 Months
+4.99%
YTD
+17.80%
1 Year
+24.07%
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
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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
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+17.80%
Peer Avg (YTD)
+8.01%
vs Peers
+9.79%

FTSFX Mutual Fund Performance

FTSFX performance across multiple time periods: 1-month 4.21%, YTD 17.80%, 1-year 24.07%, 3-year 12.96%, 5-year 7.33%.

FTSFX returns outperform the peer average of 8.01% 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.