FTRFX Mutual Fund

FTRFX Mutual Fund

NAV$9.05
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Returns Overview

1 Month
-2.56%
3 Months
-3.43%
6 Months
-2.86%
YTD
-3.76%
1 Year
-3.15%
3 Years (annualized)
+3.30%
5 Years (annualized)
-0.89%
10 Years (annualized)
+1.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTRFX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
-3.76%
Peer Avg (YTD)
+0.50%
vs Peers
-4.26%

FTRFX Mutual Fund Performance

FTRFX performance across multiple time periods: 1-month -2.56%, YTD -3.76%, 1-year -3.15%, 3-year 3.30%, 5-year -0.89%, 10-year 1.44%.

FTRFX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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