FORTX Mutual Fund

NAV$12.46

Returns Overview

1 Month
-0.56%
3 Months
+4.97%
6 Months
+12.98%
YTD
+12.98%
1 Year
+26.80%
3 Years (annualized)
+11.60%
5 Years (annualized)
+8.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FORTX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+12.98%
Peer Avg (YTD)
+5.87%
vs Peers
+7.11%

FORTX Mutual Fund Performance

FORTX performance across multiple time periods: 1-month -0.56%, YTD 12.98%, 1-year 26.80%, 3-year 11.60%, 5-year 8.31%.

FORTX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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