FTXAX Mutual Fund

FTXAX Mutual Fund

NAV$62.78
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Returns Overview

1 Month
-13.62%
3 Months
+0.59%
6 Months
+18.76%
YTD
+23.62%
1 Year
+43.85%
3 Years (annualized)
+22.96%
5 Years (annualized)
+12.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTXAX 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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+23.62%
Peer Avg (YTD)
+15.31%
vs Peers
+8.31%

FTXAX Mutual Fund Performance

FTXAX performance across multiple time periods: 1-month -13.62%, YTD 23.62%, 1-year 43.85%, 3-year 22.96%, 5-year 12.72%.

FTXAX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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