FRTSX Mutual Fund

NAV$13.77

Returns Overview

1 Month
+0.09%
3 Months
+6.73%
6 Months
+5.70%
YTD
+5.38%
1 Year
+12.93%
3 Years (annualized)
+11.11%
5 Years (annualized)
+5.74%
10 Years (annualized)
+6.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRTSX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+5.38%
Peer Avg (YTD)
+7.64%
vs Peers
-2.26%

FRTSX Mutual Fund Performance

FRTSX performance across multiple time periods: 1-month 0.09%, YTD 5.38%, 1-year 12.93%, 3-year 11.11%, 5-year 5.74%, 10-year 6.85%.

FRTSX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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