FTRIX Mutual Fund

FTRIX Mutual Fund

NAV$34.66
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Returns Overview

1 Month
-0.96%
3 Months
-0.81%
6 Months
+11.37%
YTD
+7.71%
1 Year
+14.23%
3 Years (annualized)
+23.33%
5 Years (annualized)
+15.94%
10 Years (annualized)
+16.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTRIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.71%
Peer Avg (YTD)
+9.98%
vs Peers
-2.28%

FTRIX Mutual Fund Performance

FTRIX performance across multiple time periods: 1-month -0.96%, YTD 7.71%, 1-year 14.23%, 3-year 23.33%, 5-year 15.94%, 10-year 16.17%.

FTRIX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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