FGTIX Mutual Fund

NAV$23.42

Returns Overview

1 Month
-0.03%
3 Months
+11.85%
6 Months
+9.40%
YTD
+8.80%
1 Year
+23.18%
3 Years (annualized)
+17.64%
5 Years (annualized)
+9.77%
10 Years (annualized)
+11.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGTIX 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
Linked Franklin Growth Allocation Fund Benchmark-NR
This Mutual Fund (YTD)
+8.80%
Peer Avg (YTD)
+6.73%
vs Peers
+2.07%

FGTIX Mutual Fund Performance

FGTIX performance across multiple time periods: 1-month -0.03%, YTD 8.80%, 1-year 23.18%, 3-year 17.64%, 5-year 9.77%, 10-year 11.38%.

FGTIX returns outperform the peer average of 6.73% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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