FMTIX Mutual Fund

FMTIX Mutual Fund

NAV$17.33
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Returns Overview

1 Month
-1.09%
3 Months
-0.18%
6 Months
+8.93%
YTD
+6.63%
1 Year
+9.69%
3 Years (annualized)
+14.76%
5 Years (annualized)
+7.01%
10 Years (annualized)
+9.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMTIX 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 Conservative Allocation Fund Benchmark-NR
This Mutual Fund (YTD)
+6.63%
Peer Avg (YTD)
+4.96%
vs Peers
+1.67%

FMTIX Mutual Fund Performance

FMTIX performance across multiple time periods: 1-month -1.09%, YTD 6.63%, 1-year 9.69%, 3-year 14.76%, 5-year 7.01%, 10-year 9.02%.

FMTIX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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