FOTEX Mutual Fund

FOTEX Mutual Fund

NAV$27.54
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Returns Overview

1 Month
+19.17%
3 Months
+17.34%
6 Months
+55.82%
YTD
+48.75%
1 Year
+63.05%
3 Years (annualized)
+27.03%
5 Years (annualized)
+14.46%
10 Years (annualized)
+20.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FOTEX 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
Nasdaq Composite Index(CCMP)
This Mutual Fund (YTD)
+48.75%
Peer Avg (YTD)
+8.68%
vs Peers
+40.07%

FOTEX Mutual Fund Performance

FOTEX performance across multiple time periods: 1-month 19.17%, YTD 48.75%, 1-year 63.05%, 3-year 27.03%, 5-year 14.46%, 10-year 20.08%.

FOTEX returns outperform the peer average of 8.68% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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