FTRTX Mutual Fund

FTRTX Mutual Fund

NAV$14.21
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Returns Overview

1 Month
-1.47%
3 Months
-0.84%
6 Months
+6.90%
YTD
+5.18%
1 Year
+8.00%
3 Years (annualized)
+12.34%
5 Years (annualized)
+5.35%
10 Years (annualized)
+7.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTRTX 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
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+5.18%
Peer Avg (YTD)
+7.09%
vs Peers
-1.91%

FTRTX Mutual Fund Performance

FTRTX performance across multiple time periods: 1-month -1.47%, YTD 5.18%, 1-year 8.00%, 3-year 12.34%, 5-year 5.35%, 10-year 7.18%.

FTRTX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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