FTSIX Mutual Fund

NAV$49.18

Returns Overview

1 Month
+5.62%
3 Months
+13.24%
6 Months
+20.23%
YTD
+19.01%
1 Year
+31.63%
3 Years (annualized)
+15.24%
5 Years (annualized)
+7.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTSIX 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)
+19.01%
Peer Avg (YTD)
+10.82%
vs Peers
+8.20%

FTSIX Mutual Fund Performance

FTSIX performance across multiple time periods: 1-month 5.62%, YTD 19.01%, 1-year 31.63%, 3-year 15.24%, 5-year 7.54%.

FTSIX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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