FTPIX Mutual Fund

NAV$106.01

Returns Overview

1 Month
-10.83%
3 Months
+0.26%
6 Months
+15.90%
YTD
+21.31%
1 Year
+65.19%
3 Years (annualized)
+38.06%
5 Years (annualized)
+16.79%
10 Years (annualized)
+21.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTPIX 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
S&P North American Technology Sector Index(^SPGSTI:SP)
This Mutual Fund (YTD)
+21.31%
Peer Avg (YTD)
+16.06%
vs Peers
+5.24%

FTPIX Mutual Fund Performance

FTPIX performance across multiple time periods: 1-month -10.83%, YTD 21.31%, 1-year 65.19%, 3-year 38.06%, 5-year 16.79%, 10-year 21.61%.

FTPIX returns outperform the peer average of 16.06% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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