FMTIX Mutual Fund

NAV$17.50

Returns Overview

1 Month
+0.07%
3 Months
+9.12%
6 Months
+7.27%
YTD
+6.82%
1 Year
+18.90%
3 Years (annualized)
+14.45%
5 Years (annualized)
+7.45%
10 Years (annualized)
+9.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMTIX 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 Conservative Allocation Fund Benchmark-NR
This Mutual Fund (YTD)
+6.82%
Peer Avg (YTD)
+5.87%
vs Peers
+0.95%

FMTIX Mutual Fund Performance

FMTIX performance across multiple time periods: 1-month 0.07%, YTD 6.82%, 1-year 18.90%, 3-year 14.45%, 5-year 7.45%, 10-year 9.22%.

FMTIX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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