FTXAX Mutual Fund

NAV$67.80

Returns Overview

1 Month
+8.11%
3 Months
+40.43%
6 Months
+43.11%
YTD
+40.37%
1 Year
+70.63%
3 Years (annualized)
+31.49%
5 Years (annualized)
+15.60%

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
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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+40.37%
Peer Avg (YTD)
+18.52%
vs Peers
+21.85%

FTXAX Mutual Fund Performance

FTXAX performance across multiple time periods: 1-month 8.11%, YTD 40.37%, 1-year 70.63%, 3-year 31.49%, 5-year 15.60%.

FTXAX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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