FTXSX Mutual Fund

NAV$68.70

Returns Overview

1 Month
+8.15%
3 Months
+40.56%
6 Months
+43.33%
YTD
+40.61%
1 Year
+71.23%
3 Years (annualized)
+31.93%
5 Years (annualized)
+15.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTXSX 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)
+40.61%
Peer Avg (YTD)
+18.52%
vs Peers
+22.09%

FTXSX Mutual Fund Performance

FTXSX performance across multiple time periods: 1-month 8.15%, YTD 40.61%, 1-year 71.23%, 3-year 31.93%, 5-year 15.98%.

FTXSX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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