FTAGX Mutual Fund

NAV$27.80

Returns Overview

1 Month
-1.28%
3 Months
+0.76%
6 Months
-1.59%
YTD
+4.63%
1 Year
+16.35%
3 Years (annualized)
+7.60%
5 Years (annualized)
+2.72%
10 Years (annualized)
+5.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTAGX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.63%
Peer Avg (YTD)
+3.78%
vs Peers
+0.85%

FTAGX Mutual Fund Performance

FTAGX performance across multiple time periods: 1-month -1.28%, YTD 4.63%, 1-year 16.35%, 3-year 7.60%, 5-year 2.72%, 10-year 5.38%.

FTAGX returns outperform the peer average of 3.78% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

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