FGTZX Mutual Fund

NAV$23.55

Returns Overview

1 Month
-0.00%
3 Months
+11.96%
6 Months
+9.58%
YTD
+8.98%
1 Year
+23.49%
3 Years (annualized)
+17.86%
5 Years (annualized)
+9.99%
10 Years (annualized)
+11.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGTZX 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)
+8.98%
Peer Avg (YTD)
+6.73%
vs Peers
+2.26%

FGTZX Mutual Fund Performance

FGTZX performance across multiple time periods: 1-month -0.00%, YTD 8.98%, 1-year 23.49%, 3-year 17.86%, 5-year 9.99%, 10-year 11.66%.

FGTZX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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