FMTZX Mutual Fund

FMTZX Mutual Fund

NAV$17.36
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Returns Overview

1 Month
-1.03%
3 Months
-0.05%
6 Months
+9.12%
YTD
+6.88%
1 Year
+10.02%
3 Years (annualized)
+13.95%
5 Years (annualized)
+6.49%
10 Years (annualized)
+8.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMTZX 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)
+6.88%
Peer Avg (YTD)
+4.96%
vs Peers
+1.91%

FMTZX Mutual Fund Performance

FMTZX performance across multiple time periods: 1-month -1.03%, YTD 6.88%, 1-year 10.02%, 3-year 13.95%, 5-year 6.49%, 10-year 8.29%.

FMTZX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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