FTAGX Mutual Fund

FTAGX Mutual Fund

NAV$28.05
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Returns Overview

1 Month
-1.13%
3 Months
-1.48%
6 Months
+2.38%
YTD
+5.16%
1 Year
+6.28%
3 Years (annualized)
+4.58%
5 Years (annualized)
-0.11%
10 Years (annualized)
+1.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTAGX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.16%
Peer Avg (YTD)
+5.11%
vs Peers
+0.04%

FTAGX Mutual Fund Performance

FTAGX performance across multiple time periods: 1-month -1.13%, YTD 5.16%, 1-year 6.28%, 3-year 4.58%, 5-year -0.11%, 10-year 1.36%.

FTAGX returns outperform the peer average of 5.11% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

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