FGTRX Mutual Fund

NAV$22.90

Returns Overview

1 Month
-0.01%
3 Months
+11.83%
6 Months
+9.28%
YTD
+8.72%
1 Year
+23.00%
3 Years (annualized)
+17.31%
5 Years (annualized)
+9.50%
10 Years (annualized)
+11.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGTRX 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)
+8.72%
Peer Avg (YTD)
+6.73%
vs Peers
+1.99%

FGTRX Mutual Fund Performance

FGTRX performance across multiple time periods: 1-month -0.01%, YTD 8.72%, 1-year 23.00%, 3-year 17.31%, 5-year 9.50%, 10-year 11.08%.

FGTRX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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