FRTAX Mutual Fund

NAV$16.89

Returns Overview

1 Month
+0.11%
3 Months
+10.13%
6 Months
+8.40%
YTD
+7.85%
1 Year
+19.67%
3 Years (annualized)
+16.76%
5 Years (annualized)
+9.20%
10 Years (annualized)
+10.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRTAX 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 (Net)
This Mutual Fund (YTD)
+7.85%
Peer Avg (YTD)
+7.64%
vs Peers
+0.21%

FRTAX Mutual Fund Performance

FRTAX performance across multiple time periods: 1-month 0.11%, YTD 7.85%, 1-year 19.67%, 3-year 16.76%, 5-year 9.20%, 10-year 10.38%.

FRTAX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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