FTADX Mutual Fund

NAV$63.70

Returns Overview

1 Month
+1.81%
3 Months
+16.07%
6 Months
+13.52%
YTD
+12.34%
1 Year
+20.20%
3 Years (annualized)
+17.50%
5 Years (annualized)
+6.67%
10 Years (annualized)
+9.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTADX 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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
+12.34%
Peer Avg (YTD)
+8.97%
vs Peers
+3.37%

FTADX Mutual Fund Performance

FTADX performance across multiple time periods: 1-month 1.81%, YTD 12.34%, 1-year 20.20%, 3-year 17.50%, 5-year 6.67%, 10-year 9.40%.

FTADX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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