FTCRX Mutual Fund

FTCRX Mutual Fund

NAV$14.72
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Returns Overview

1 Month
+0.34%
3 Months
-0.05%
6 Months
+1.25%
YTD
+3.87%
1 Year
+4.77%
3 Years (annualized)
+11.55%
5 Years (annualized)
+3.55%
10 Years (annualized)
+5.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTCRX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Linked Franklin Conservative Allocation Fund Benchmark-NR
This Mutual Fund (YTD)
+3.87%
Peer Avg (YTD)
+3.07%
vs Peers
+0.80%

FTCRX Mutual Fund Performance

FTCRX performance across multiple time periods: 1-month 0.34%, YTD 3.87%, 1-year 4.77%, 3-year 11.55%, 5-year 3.55%, 10-year 5.29%.

FTCRX returns outperform the peer average of 3.07% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

FTCRX vs another fund shows side-by-side returns. FTCRX alternatives are available in the Mutual Fund Screener.