FTASX Mutual Fund

NAV$33.13

Returns Overview

1 Month
-0.54%
3 Months
+2.76%
6 Months
+6.63%
YTD
+9.52%
1 Year
+21.52%
3 Years (annualized)
+15.17%
5 Years (annualized)
+7.55%
10 Years (annualized)
+9.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTASX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+9.52%
Peer Avg (YTD)
+6.73%
vs Peers
+2.80%

FTASX Mutual Fund Performance

FTASX performance across multiple time periods: 1-month -0.54%, YTD 9.52%, 1-year 21.52%, 3-year 15.17%, 5-year 7.55%, 10-year 9.72%.

FTASX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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