FTMRX Mutual Fund

NAV$17.39

Returns Overview

1 Month
+0.02%
3 Months
+9.02%
6 Months
+7.11%
YTD
+6.72%
1 Year
+18.57%
3 Years (annualized)
+14.15%
5 Years (annualized)
+7.18%
10 Years (annualized)
+8.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTMRX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Linked Franklin Conservative Allocation Fund Benchmark-NR
This Mutual Fund (YTD)
+6.72%
Peer Avg (YTD)
+5.87%
vs Peers
+0.85%

FTMRX Mutual Fund Performance

FTMRX performance across multiple time periods: 1-month 0.02%, YTD 6.72%, 1-year 18.57%, 3-year 14.15%, 5-year 7.18%, 10-year 8.91%.

FTMRX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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