FRTCX Mutual Fund

FRTCX Mutual Fund

NAV$10.80
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Returns Overview

1 Month
+0.75%
3 Months
-0.16%
6 Months
+0.87%
YTD
+3.16%
1 Year
+4.43%
3 Years (annualized)
+9.77%
5 Years (annualized)
+3.41%
10 Years (annualized)
+4.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRTCX 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
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+3.16%
Peer Avg (YTD)
+14.77%
vs Peers
-11.61%

FRTCX Mutual Fund Performance

FRTCX performance across multiple time periods: 1-month 0.75%, YTD 3.16%, 1-year 4.43%, 3-year 9.77%, 5-year 3.41%, 10-year 4.08%.

FRTCX returns trail the peer average of 14.77% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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