FIRTX Mutual Fund

NAV$10.04

Returns Overview

1 Month
-1.77%
3 Months
+0.10%
6 Months
-3.29%
YTD
-3.01%
1 Year
+0.78%
3 Years (annualized)
+3.97%
5 Years (annualized)
-3.64%
10 Years (annualized)
+3.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIRTX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
-3.01%
Peer Avg (YTD)
+11.24%
vs Peers
-14.25%

FIRTX Mutual Fund Performance

FIRTX performance across multiple time periods: 1-month -1.77%, YTD -3.01%, 1-year 0.78%, 3-year 3.97%, 5-year -3.64%, 10-year 3.13%.

FIRTX returns trail the peer average of 11.24% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

FIRTX performance comparison shows side-by-side returns with another fund. FIRTX alternatives are available in the Mutual Fund Screener.