FTUXX Mutual Fund

NAV$1.00

Returns Overview

1 Month
+0.29%
3 Months
+0.57%
6 Months
+0.87%
YTD
+0.87%
1 Year
+2.87%
3 Years (annualized)
+4.23%
5 Years (annualized)
+3.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTUXX 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
FTSE 3 Month Treas Bill Local Currency(CFIIMU3L)
This Mutual Fund (YTD)
+0.87%
Peer Avg (YTD)
+1.70%
vs Peers
-0.83%

FTUXX Mutual Fund Performance

FTUXX performance across multiple time periods: 1-month 0.29%, YTD 0.87%, 1-year 2.87%, 3-year 4.23%, 5-year 3.29%.

FTUXX returns trail the peer average of 1.70% YTD. With an expense ratio of 0.23%, investors should weigh costs against performance when evaluating this mutual fund.

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