FOTGX Mutual Fund

NAV$27.99

Returns Overview

1 Month
-6.33%
3 Months
+3.94%
6 Months
+12.41%
YTD
+15.95%
1 Year
+56.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FOTGX 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
Nasdaq Composite Index(CCMP)
This Mutual Fund (YTD)
+15.95%
Peer Avg (YTD)
+8.97%
vs Peers
+6.98%

FOTGX Mutual Fund Performance

FOTGX performance across multiple time periods: 1-month -6.33%, YTD 15.95%, 1-year 56.63%.

FOTGX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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