FTXAX Mutual Fund

FTXAX Mutual Fund

NAV$64.40
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Returns Overview

1 Month
+0.62%
3 Months
-13.85%
6 Months
+20.98%
YTD
+20.94%
1 Year
+26.26%
3 Years (annualized)
+23.40%
5 Years (annualized)
+11.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTXAX 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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+20.94%
Peer Avg (YTD)
+10.34%
vs Peers
+10.59%

FTXAX Mutual Fund Performance

FTXAX performance across multiple time periods: 1-month 0.62%, YTD 20.94%, 1-year 26.26%, 3-year 23.40%, 5-year 11.53%.

FTXAX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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