FIRTX Mutual Fund

FIRTX Mutual Fund

NAV$9.05
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Returns Overview

1 Month
-4.95%
3 Months
-5.14%
6 Months
-5.04%
YTD
-7.99%
1 Year
-6.45%
3 Years (annualized)
+3.94%
5 Years (annualized)
-4.73%
10 Years (annualized)
+2.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIRTX 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
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🏦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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
-7.99%
Peer Avg (YTD)
+4.73%
vs Peers
-12.73%

FIRTX Mutual Fund Performance

FIRTX performance across multiple time periods: 1-month -4.95%, YTD -7.99%, 1-year -6.45%, 3-year 3.94%, 5-year -4.73%, 10-year 2.74%.

FIRTX returns trail the peer average of 4.73% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

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