FTCOX Mutual Fund

FTCOX Mutual Fund

NAV$23.36
See how much of FTCOX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.40%
3 Months
-0.34%
6 Months
+2.61%
YTD
+5.36%
1 Year
+6.33%
3 Years (annualized)
+17.20%
5 Years (annualized)
+6.58%
10 Years (annualized)
+10.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTCOX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.36%
Peer Avg (YTD)
+6.38%
vs Peers
-1.02%

FTCOX Mutual Fund Performance

FTCOX performance across multiple time periods: 1-month -1.40%, YTD 5.36%, 1-year 6.33%, 3-year 17.20%, 5-year 6.58%, 10-year 10.64%.

FTCOX returns trail the peer average of 6.38% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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