FTAEX Mutual Fund

FTAEX Mutual Fund

NAV$16.42
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Returns Overview

1 Month
-2.70%
3 Months
-2.01%
6 Months
+10.31%
YTD
+9.87%
1 Year
+15.46%
3 Years (annualized)
+19.79%
5 Years (annualized)
+9.10%
10 Years (annualized)
+10.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTAEX 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 ex US Index
This Mutual Fund (YTD)
+9.87%
Peer Avg (YTD)
+9.29%
vs Peers
+0.58%

FTAEX Mutual Fund Performance

FTAEX performance across multiple time periods: 1-month -2.70%, YTD 9.87%, 1-year 15.46%, 3-year 19.79%, 5-year 9.10%, 10-year 10.51%.

FTAEX returns outperform the peer average of 9.29% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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