FRTCX Mutual Fund

FRTCX Mutual Fund

NAV$10.88
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Returns Overview

1 Month
-2.07%
3 Months
-1.34%
6 Months
+3.33%
YTD
+2.39%
1 Year
+4.42%
3 Years (annualized)
+3.97%
5 Years (annualized)
-1.14%
10 Years (annualized)
+0.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRTCX 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 (Net)
This Mutual Fund (YTD)
+2.39%
Peer Avg (YTD)
+7.09%
vs Peers
-4.70%

FRTCX Mutual Fund Performance

FRTCX performance across multiple time periods: 1-month -2.07%, YTD 2.39%, 1-year 4.42%, 3-year 3.97%, 5-year -1.14%, 10-year 0.23%.

FRTCX returns trail the peer average of 7.09% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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