FTOTX Mutual Fund

FTOTX Mutual Fund

NAV$11.35
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Returns Overview

1 Month
-4.79%
3 Months
-7.33%
6 Months
-3.90%
YTD
-3.98%
1 Year
-2.54%
3 Years (annualized)
+4.00%
5 Years (annualized)
+0.56%
10 Years (annualized)
+1.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTOTX 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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-3.98%
Peer Avg (YTD)
-3.84%
vs Peers
-0.14%

FTOTX Mutual Fund Performance

FTOTX performance across multiple time periods: 1-month -4.79%, YTD -3.98%, 1-year -2.54%, 3-year 4.00%, 5-year 0.56%, 10-year 1.62%.

FTOTX returns trail the peer average of -3.84% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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