FTMIX Mutual Fund

FTMIX Mutual Fund

NAV$24.12
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Returns Overview

1 Month
-0.29%
3 Months
+0.42%
6 Months
+3.00%
YTD
+2.43%
1 Year
+3.84%
3 Years (annualized)
+6.53%
5 Years (annualized)
+4.19%
10 Years (annualized)
+4.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTMIX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.43%
Peer Avg (YTD)
+5.40%
vs Peers
-2.97%

FTMIX Mutual Fund Performance

FTMIX performance across multiple time periods: 1-month -0.29%, YTD 2.43%, 1-year 3.84%, 3-year 6.53%, 5-year 4.19%, 10-year 4.18%.

FTMIX returns trail the peer average of 5.40% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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