FTRNX Mutual Fund

NAV$222.40

Returns Overview

1 Month
+0.84%
3 Months
+26.39%
6 Months
+18.59%
YTD
+17.74%
1 Year
+30.22%
3 Years (annualized)
+27.53%
5 Years (annualized)
+17.14%
10 Years (annualized)
+21.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTRNX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+17.74%
Peer Avg (YTD)
+8.97%
vs Peers
+8.77%

FTRNX Mutual Fund Performance

FTRNX performance across multiple time periods: 1-month 0.84%, YTD 17.74%, 1-year 30.22%, 3-year 27.53%, 5-year 17.14%, 10-year 21.13%.

FTRNX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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