FTISX Mutual Fund

FTISX Mutual Fund

NAV$37.88
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Returns Overview

1 Month
-1.31%
3 Months
-1.41%
6 Months
+8.05%
YTD
+7.45%
1 Year
+9.42%
3 Years (annualized)
+13.13%
5 Years (annualized)
+5.53%
10 Years (annualized)
+8.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTISX 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
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📉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 USA Small Cap Index(MXWDUSC)
This Mutual Fund (YTD)
+7.45%
Peer Avg (YTD)
+7.86%
vs Peers
-0.42%

FTISX Mutual Fund Performance

FTISX performance across multiple time periods: 1-month -1.31%, YTD 7.45%, 1-year 9.42%, 3-year 13.13%, 5-year 5.53%, 10-year 8.01%.

FTISX returns trail the peer average of 7.86% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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