FTISX Mutual Fund

NAV$37.69

Returns Overview

1 Month
-3.01%
3 Months
-0.71%
6 Months
-0.76%
YTD
+5.10%
1 Year
+13.60%
3 Years (annualized)
+13.42%
5 Years (annualized)
+6.09%
10 Years (annualized)
+8.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTISX 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
MSCI ACWI ex USA Small Cap Index(MXWDUSC)
This Mutual Fund (YTD)
+5.10%
Peer Avg (YTD)
+9.16%
vs Peers
-4.06%

FTISX Mutual Fund Performance

FTISX performance across multiple time periods: 1-month -3.01%, YTD 5.10%, 1-year 13.60%, 3-year 13.42%, 5-year 6.09%, 10-year 8.64%.

FTISX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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