FTMSX Mutual Fund

NAV$32.82

Returns Overview

1 Month
+9.99%
3 Months
+34.22%
6 Months
+33.67%
YTD
+32.44%
1 Year
+44.68%
3 Years (annualized)
+13.00%
5 Years (annualized)
+2.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTMSX 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
Russell Micro Cap Index(^RUMIC)
This Mutual Fund (YTD)
+32.44%
Peer Avg (YTD)
+18.52%
vs Peers
+13.91%

FTMSX Mutual Fund Performance

FTMSX performance across multiple time periods: 1-month 9.99%, YTD 32.44%, 1-year 44.68%, 3-year 13.00%, 5-year 2.32%.

FTMSX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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