FTFEX Mutual Fund

NAV$15.97

Returns Overview

1 Month
+0.76%
3 Months
+9.06%
6 Months
+8.41%
YTD
+7.78%
1 Year
+18.00%
3 Years (annualized)
+13.73%
5 Years (annualized)
+6.06%
10 Years (annualized)
+10.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTFEX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Fidelity Freedom 2030 Composite Index(^FIDF30)
This Mutual Fund (YTD)
+7.78%
Peer Avg (YTD)
+7.64%
vs Peers
+0.14%

FTFEX Mutual Fund Performance

FTFEX performance across multiple time periods: 1-month 0.76%, YTD 7.78%, 1-year 18.00%, 3-year 13.73%, 5-year 6.06%, 10-year 10.33%.

FTFEX returns outperform the peer average of 7.64% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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