FTSIX Mutual Fund

FTSIX Mutual Fund

NAV$46.27
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Returns Overview

1 Month
-4.18%
3 Months
-5.09%
6 Months
+7.48%
YTD
+12.96%
1 Year
+16.75%
3 Years (annualized)
+14.17%
5 Years (annualized)
+7.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTSIX 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
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+12.96%
Peer Avg (YTD)
+6.72%
vs Peers
+6.23%

FTSIX Mutual Fund Performance

FTSIX performance across multiple time periods: 1-month -4.18%, YTD 12.96%, 1-year 16.75%, 3-year 14.17%, 5-year 7.07%.

FTSIX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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