FTCZX Mutual Fund

FTCZX Mutual Fund

NAV$14.81
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Returns Overview

1 Month
+0.40%
3 Months
+0.08%
6 Months
+1.50%
YTD
+4.30%
1 Year
+5.27%
3 Years (annualized)
+12.12%
5 Years (annualized)
+4.07%
10 Years (annualized)
+5.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTCZX 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)
+4.30%
Peer Avg (YTD)
+3.07%
vs Peers
+1.23%

FTCZX Mutual Fund Performance

FTCZX performance across multiple time periods: 1-month 0.40%, YTD 4.30%, 1-year 5.27%, 3-year 12.12%, 5-year 4.07%, 10-year 5.81%.

FTCZX returns outperform the peer average of 3.07% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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