FROTX Mutual Fund

FROTX Mutual Fund

NAV$24.78
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Returns Overview

1 Month
-1.70%
3 Months
-2.85%
6 Months
+9.48%
YTD
+7.20%
1 Year
+11.13%
3 Years (annualized)
+13.74%
5 Years (annualized)
+4.83%
10 Years (annualized)
+12.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FROTX 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
ICE BofA Convertibles Total Return Alternatives Index(IBCT)
This Mutual Fund (YTD)
+7.20%
Peer Avg (YTD)
+10.47%
vs Peers
-3.27%

FROTX Mutual Fund Performance

FROTX performance across multiple time periods: 1-month -1.70%, YTD 7.20%, 1-year 11.13%, 3-year 13.74%, 5-year 4.83%, 10-year 12.01%.

FROTX returns trail the peer average of 10.47% YTD. With an expense ratio of 1.57%, investors should weigh costs against performance when evaluating this mutual fund.

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