FTAOX Mutual Fund

FTAOX Mutual Fund

NAV$9.58
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Returns Overview

1 Month
-1.86%
3 Months
-1.86%
6 Months
-0.21%
YTD
-0.42%
1 Year
+5.21%
3 Years (annualized)
+10.11%
5 Years (annualized)
+5.61%
10 Years (annualized)
+2.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTAOX 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
Bloomberg US 1-5 Year Corporate Bond Index
This Mutual Fund (YTD)
-0.42%
Peer Avg (YTD)
+0.50%
vs Peers
-0.92%

FTAOX Mutual Fund Performance

FTAOX performance across multiple time periods: 1-month -1.86%, YTD -0.42%, 1-year 5.21%, 3-year 10.11%, 5-year 5.61%, 10-year 2.23%.

FTAOX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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