FGTIX Mutual Fund

FGTIX Mutual Fund

NAV$23.35
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Returns Overview

1 Month
-0.66%
3 Months
+0.77%
6 Months
+12.71%
YTD
+9.64%
1 Year
+13.45%
3 Years (annualized)
+18.05%
5 Years (annualized)
+9.30%
10 Years (annualized)
+11.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGTIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Linked Franklin Growth Allocation Fund Benchmark-NR
This Mutual Fund (YTD)
+9.64%
Peer Avg (YTD)
+6.10%
vs Peers
+3.54%

FGTIX Mutual Fund Performance

FGTIX performance across multiple time periods: 1-month -0.66%, YTD 9.64%, 1-year 13.45%, 3-year 18.05%, 5-year 9.30%, 10-year 11.17%.

FGTIX returns outperform the peer average of 6.10% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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