FTMTX Mutual Fund

NAV$16.46

Returns Overview

1 Month
-0.04%
3 Months
+8.84%
6 Months
+6.87%
YTD
+6.46%
1 Year
+18.17%
3 Years (annualized)
+13.61%
5 Years (annualized)
+6.69%
10 Years (annualized)
+8.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTMTX 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)
+6.46%
Peer Avg (YTD)
+5.87%
vs Peers
+0.60%

FTMTX Mutual Fund Performance

FTMTX performance across multiple time periods: 1-month -0.04%, YTD 6.46%, 1-year 18.17%, 3-year 13.61%, 5-year 6.69%, 10-year 8.46%.

FTMTX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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