FTYCX Mutual Fund

NAV$58.25

Returns Overview

1 Month
+4.67%
3 Months
+14.32%
6 Months
+14.82%
YTD
+13.51%
1 Year
+28.40%
3 Years (annualized)
+20.85%
5 Years (annualized)
+13.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTYCX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+13.51%
Peer Avg (YTD)
+18.52%
vs Peers
-5.01%

FTYCX Mutual Fund Performance

FTYCX performance across multiple time periods: 1-month 4.67%, YTD 13.51%, 1-year 28.40%, 3-year 20.85%, 5-year 13.83%.

FTYCX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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