FORTX Mutual Fund

FORTX Mutual Fund

NAV$12.75
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Returns Overview

1 Month
-2.03%
3 Months
+0.88%
6 Months
+5.90%
YTD
+13.97%
1 Year
+17.66%
3 Years (annualized)
+12.90%
5 Years (annualized)
+8.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FORTX 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 ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+13.97%
Peer Avg (YTD)
+4.97%
vs Peers
+9.01%

FORTX Mutual Fund Performance

FORTX performance across multiple time periods: 1-month -2.03%, YTD 13.97%, 1-year 17.66%, 3-year 12.90%, 5-year 8.07%.

FORTX returns outperform the peer average of 4.97% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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