FOTEX Mutual Fund

FOTEX Mutual Fund

NAV$24.73
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Returns Overview

1 Month
-8.35%
3 Months
+1.10%
6 Months
+20.39%
YTD
+20.57%
1 Year
+20.58%
3 Years (annualized)
+31.15%
5 Years (annualized)
+13.47%
10 Years (annualized)
+20.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FOTEX 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
Nasdaq Composite Index(CCMP)
This Mutual Fund (YTD)
+20.57%
Peer Avg (YTD)
+4.64%
vs Peers
+15.93%

FOTEX Mutual Fund Performance

FOTEX performance across multiple time periods: 1-month -8.35%, YTD 20.57%, 1-year 20.58%, 3-year 31.15%, 5-year 13.47%, 10-year 20.43%.

FOTEX returns outperform the peer average of 4.64% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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