FTXCX Mutual Fund

NAV$64.10

Returns Overview

1 Month
+8.06%
3 Months
+40.25%
6 Months
+42.75%
YTD
+40.03%
1 Year
+69.76%
3 Years (annualized)
+30.82%
5 Years (annualized)
+15.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTXCX 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)
+40.03%
Peer Avg (YTD)
+18.52%
vs Peers
+21.50%

FTXCX Mutual Fund Performance

FTXCX performance across multiple time periods: 1-month 8.06%, YTD 40.03%, 1-year 69.76%, 3-year 30.82%, 5-year 15.02%.

FTXCX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.94%, investors should weigh costs against performance when evaluating this mutual fund.

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