FTMSX Mutual Fund

FTMSX Mutual Fund

NAV$34.14
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Returns Overview

1 Month
-2.42%
3 Months
-6.94%
6 Months
+24.90%
YTD
+23.24%
1 Year
+20.63%
3 Years (annualized)
+10.56%
5 Years (annualized)
+2.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTMSX 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
Russell Micro Cap Index(^RUMIC)
This Mutual Fund (YTD)
+23.24%
Peer Avg (YTD)
+10.34%
vs Peers
+12.90%

FTMSX Mutual Fund Performance

FTMSX performance across multiple time periods: 1-month -2.42%, YTD 23.24%, 1-year 20.63%, 3-year 10.56%, 5-year 2.65%.

FTMSX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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