FTXFX Mutual Fund

NAV$70.39

Returns Overview

1 Month
+8.16%
3 Months
+40.58%
6 Months
+43.40%
YTD
+40.68%
1 Year
+71.39%
3 Years (annualized)
+32.05%
5 Years (annualized)
+16.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTXFX 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)
+40.68%
Peer Avg (YTD)
+18.52%
vs Peers
+22.15%

FTXFX Mutual Fund Performance

FTXFX performance across multiple time periods: 1-month 8.16%, YTD 40.68%, 1-year 71.39%, 3-year 32.05%, 5-year 16.09%.

FTXFX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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